Business Manager

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 an exempt position. 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 charac…