Manager, Advisory Leadership Team

About the role

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. This 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 leadership 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.

Responsibilities

• Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering accountability for both individual and team objectives.
• Establish ongoing communication forums with the members of their team.
• Partner with other departments and Director to ensure implementation of best practices and new firm rollouts.
• Drive planning and service harmonization in alignment with stated 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 give voice and context to 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 and thoughtful feedback and guidance.
• Responsibility in assisting the firm to achieve its OKRs.
• Promote strong compliance practices.
• Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to support overall team effectiveness.
• Maintain established communication channels with the Director to report progress and resolve issues.
• Participate in committees and/or projects as requested by the Advisory Leadership Team.
• Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is established.

Qualifications

• Bachelor’s degree
• Advanced credentials such as CFP, CFA, or CPA recommended but not required
• 5+ years of work experience preferred in a relevant position
• Proficient in the use and best practices of client management systems and related technologies
• Strong leadership and emotional intelligence to work well with a variety of personalities
• Enthusiastic, quick, and ongoing learner
• Proficient multitasking, prioritization, attention to detail, and organizational skills
• Effective listening and people skills
• Collaborator with a desire to help others
• Creative and strong critical thinking skills
• Ability to work independently and collaboratively

Benefits

The annualized base pay range for this role is expected to be between $145,000 - $165,000/year. 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).

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.

The following language is for US based roles only:

• 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 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.