Manager, Advisory Leadership Team

Focus Partners Wealth•West Hartford, CT

7d•Hybrid

About The Position

The Manager, Advisory Leadership Team, leads and develops Associate Wealth Advisors while driving 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, and promotes best practices, operational efficiency, and consistent client service across advisory teams. Working with firm and divisional leadership, the Manager ensures advisory teams have the tools, resources, and support needed to meet business goals. The position also communicates strategic initiatives and supports change management. This is an exempt position with a hybrid schedule: three days in the office per week and 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 based on business needs. The expected annual base salary range is $135,000–$155,000. Actual compensation may vary based on experience, expertise, work location, and skills. Other rewards may include an annual cash bonus and a benefits package that includes medical, dental, vision, and life insurance, and a 401(k). The job title may change based on the selected candidate’s experience and education.

Requirements

Bachelor’s degree.
Strong leadership and emotional intelligence to work well with a variety of personalities.
Proficiency in client management systems and related technologies, including their best practices.
Effective listening and people skills.
Ability to multitask, prioritize, pay attention to detail, and stay organized.
Ability to work independently and collaboratively.
Creative and strong critical-thinking skills.
Collaborative approach and desire to help others.
Enthusiasm for being a quick and ongoing learner.

Nice To Haves

Advanced credentials such as CFP or CPA are recommended but not required.
Five or more years of work experience in a relevant position is preferred.

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 effective working relationships between Associate Wealth Advisors and Client Relationship Specialists.
Maintain communication 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.
Contribute as a collaborative, results-oriented member of the Advisory Leadership Team.