Director, Advisory Leadership Team
$200k - $220k USD
Position Summary
The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability partner to Wealth Advisors and their teams across regions, driving the delivery of annual business planning processes to establish foundational consistency, set goals, and define accountabilities. The Director plays a central role in achieving net organic growth targets and fostering the development of our advisory teams, aligning their goals with the firm’s strategic objectives and driving team effectiveness.
Primary Responsibilities
- Adopt firm-wide vision and collaborate with senior leadership to align and execute on broad-scale goals and priorities.
- Execute and deliver business plans to regional advisory teams, tracking OKRs and annual goals.
- Lead the annual budget planning process for regional advisory teams, ensuring financial resource accountability.
- Champion regional growth initiatives to meet firm objectives.
- Develop action plans for consultative practice management, promoting continuous advisor and team development.
- Facilitate transition and succession planning alongside Transition Advisors for regional teams.
- Collaborate with the Onboarding, Integration, and Transactions teams to ensure smooth transitions for new firms.
- Conduct regular meetings with Wealth Advisors to track goals and ensure progress towards objectives.
- Ensure the promotion and adherence to strong compliance practices.
- Work closely with Managers on the Advisory Leadership Team on resource planning and workforce management.
- Coach and mentor advisors with timely and thoughtful feedback and guidance.
- Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm.
- Operate within a solutions-oriented framework to eliminate barriers for advisors, supporting exceptional client service and maximizing team efficiency and effectiveness.
- Lead the partnership with other departments to implement best practices and manage new firm rollouts.
- Connect advisors to available training and resources to equip them with the skills and knowledge needed to effectively manage their practice and stay aligned with the evolving firm.
- Participate actively within the Advisory Leadership Team as a collaborative, results-oriented leader.
- Develop and analyze meaningful practice metrics to help advisory teams achieve their goals.
- Cultivate a culture that reflects the firm's values, ensuring they are embraced within the advisory community.
- Travel: Approximately 25%, with the possibility of additional travel depending on business needs.
Qualifications
- Bachelor's Degree
- Advanced credentials such as CFP, CFP or CPA is recommended but not required
- 10+ years of work experience preferred in a relevant position
- Proven leadership experience in financial services or wealth management.
- Strong strategic planning skills and experience developing and implementing high-level business objectives.
- Excellent communication and interpersonal skills, with the ability to engage and collaborate with all levels of management and support teams.
- Experience in budget management, strategic planning, and team development.
- Ability to solve complex problems, manage projects, and drive results in a dynamic environment.
- Commitment to fostering a diverse and inclusive workplace.
The annualized base pay range for this role is expected to be between $200,000 - $220,000/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). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.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.
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.
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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.