Manager, Advisory Leadership Team
About The Position
The Manager, Advisory Leadership Team, leads and develops Associate Wealth Advisors (AWAs) while driving execution of key business strategies and ensuring alignment with Focus Partners Wealth's financial planning and client experience standards. The role oversees coaching, performance management, hiring, training, and career development, while promoting best practices, operational efficiency, and consistent client service across advisory teams. Working closely with firm and divisional leadership, the Manager ensures advisory teams have the tools, resources, and support needed to achieve business goals. The role also serves as a key communicator for strategic initiatives and change management. The position follows a hybrid schedule requiring three days in the office per week, with the option to work remotely two days per week, or as assigned by the team leader. Travel is approximately 25%, with the possibility of additional travel depending on business needs.
Requirements
- Bachelor’s degree.
- Five or more years of work experience in a relevant position is preferred.
- Proficiency in client management systems and related technologies, including their best practices.
- Strong leadership and emotional intelligence to work effectively with a variety of personalities.
- Enthusiasm for ongoing learning.
- Multitasking, prioritization, attention to detail, and organizational skills.
- Effective listening and people skills.
- Collaborative approach and desire to help others.
- Creative and strong critical-thinking skills.
- Ability to work independently and collaboratively.
Nice To Haves
- Advanced credentials such as CFP or CPA are recommended but not required.
Responsibilities
- Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering accountability for individual and team objectives.
- Establish ongoing communication forums with team members.
- Partner with other departments and the Director to implement best practices and new firm rollouts.
- Drive planning and service harmonization in alignment with advisory team client experience objectives.
- Ensure efficient use of financial planning tools and resources.
- Foster a culture of accountability aligned with the firm’s mission and values.
- Advocate for advisors and represent their diverse perspectives and experiences within the firm.
- Collaborate with the Director to determine and guide advisory team business plans and staffing.
- Coach and mentor Associate Wealth Advisors with timely, thoughtful feedback and guidance.
- Assist the firm in achieving its OKRs.
- Promote strong compliance practices.
- Promote a smooth working relationship between Associate Wealth Advisors and Client Relationship Specialists to support team effectiveness.
- Maintain communication channels with the Director to report progress and resolve issues.
- Participate in committees and projects as requested by the Advisory Leadership Team.
- Lead operational projects, ensuring advisors are represented and a strong feedback loop is established.
- Function as a collaborative, results-oriented member of the Advisory Leadership Team.
Benefits
- Comprehensive benefits package, including medical, dental, vision, and life insurance.
- 401(k).
- Annual cash bonus may be available.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
