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Business Manager New Los Angeles, California

$120k - $175k

Focus Partners Wealth, LLC

Position Summary Position Summary The Business Manager serves as the primary relationship lead for assigned client accounts, overseeing all financial, operational, and advisory aspects of client management. This role is the central point of coordination between clients, Managing Directors, Account Managers, and internal specialists. The Business Manager is expected to develop trusted advisor relationships with clients and their representatives while ensuring the highest standards of service delivery across all aspects of client financial life. Gelfand, Rennert & Feldman ("GRF") and Focus Financial provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. This role is hybrid out of our Century City, CA or Encino, CA office. Primary Responsibilities Client Relationship Management Serve as the primary point of contact for an assigned roster of clients and maintaining strong and trusted relationships| Lead client meetings, proactively communicate financial updates, and ensure clients feel fully informed and supported at all times Coordinate with clients' attorneys, agents, publicists, business representatives, and other advisors to facilitate seamless financial management Assist Managing Directors in identifying, onboarding, and retaining prospective clients Anticipate client needs and provide proactive, solutions-oriented guidance across all areas of financial planning and lifestyle management Account Management & Operations Oversee and support Account Managers in delivering day-to-day client services including budgeting, cash flow management, bill pay, and financial reporting Review financial reports including net worth statements, cash flow schedules, meeting packages, budgets, investment summaries, tour reconciliations, and other client deliverables Assist clients with major financial transactions and life events including home purchases, contract negotiations, tour logistics, and year-end planning Monitor client financial activity to identify issues, opportunities, and areas requiring escalation to Managing Directors Tax & Compliance Oversight Review and coordinate the preparation of moderate to complex multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts) in partnership with tax staff Stay current on applicable federal and state tax laws, regulations, and economic developments that may impact clients’ financial positions Conduct or coordinate tax research and multi-jurisdictional planning as needed; oversee foreign touring clearances Collaborate with dedicated tax team members to ensure accuracy and timeliness of all tax-related deliverables Qualifications 5+ years of experience in business management, accounting, or financial services for high net worth individuals and/or entertainers Familiarity with CCH Axcess, CCH Engagement and/or AgilLink is highly preferred Demonstrated experience as a primary client contact with strong relationship management skills Working knowledge of tax concepts and compliance requirements across individual and entity return types; ability to review and interpret tax work product Deep understanding of the entertainment business management industry including royalties, touring, music publishing, record label administration, and motion picture/television finance Excellent interpersonal and communication skills; comfortable presenting to and engaging with high-profile clients and their representatives Highly organized with the ability to manage multiple client relationships and competing priorities simultaneously Demonstrated ability to lead, motivate, and develop junior staff This position is anexemptposition. The annualized base pay range for this role is expected to be between $120,000-175,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io.

#LI-TN1

About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit or follow the company onLinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAPH OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act. Focus does not include extraneous page-load artifacts or application forms in the description. Create a Job Alert Interested in building your career at Focus Financial Partners? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Education Degree * Select… Select… How many years of experience do you have in business management, accounting, or financial services for HNW clients? * Select… Do you have experience serving as the primary point of contact for clients? * Select… Which entity tax returns have you worked with? (ex: Individual (1040), Partnership, S Corporation, C Corporation, Trust, Estate, None) * How many junior staff have you directly supervised at one time? * Although not required, do you have experience with AgilLink software? * Select… What is your desired annual salary? * Select… How did you hear about us? * Were you referred by a current employee? If yes, please provide the name of the employee. * Are you currently employed by, or have you previously worked for, a Focus Partner or a Focus Network Firm? – If yes, please list the Partner or Network Firm name. * Do you have a non-solicitation agreement or any other agreement with your current of former employer that contains restrictive covenants that are still in effect? * Select… Gelfand, Rennert & Feldman does not currently offer visa sponsorship nor visa transfer as part of employment. Are you legally authorized to work in the United States without restriction or sponsorship/transfer of visa? * Select… Will you now, or in the future, require sponsorship for employment visa status? * Select… #J-18808-Ljbffr Focus Partners Wealth, LLC

Vacancy posted 3 days ago
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