Position SummaryThe 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 an exemptposition. 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 careers@focuspartners.com.
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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 www.focusfinancialpartners.com or follow the company on LinkedIn.
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 careers@focuspartners.com.
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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 POLYGRAP 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.
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