Focus Partners Wealth
3 jobs
2 weeks ago
Service & Operations Integration Manager
RemoteNorth America
United States
This role is for Internal Focus Financial Partners or Focus Partners Wealth employees only. Position Summary The Service & Operations Integration Manager leads integration efforts supporting mergers and…
process-improvement salesforce smartsheet
3 weeks ago
Client Service Training Manager
RemoteNorth America
United States
Position Summary The Client Service Training Manager leads the enterprise Client Service training strategy, designing scalable onboarding, learning programs, and role-based development that enable the consistent…
process-improvement program-management salesforce
4 weeks ago
O&I Integration Manager
RemoteNorth America
United States
Position Summary The O&I Integration Manager is responsible for managing the onboarding and integration of new Focus Partners Wealth offices, as well as supporting the continued integration of existing offices.…
crm salesforce