Advisor Development Lead - Remote-Eligible

Focus Financial Partners; United States; Hybrid; USD 100,000 - 125,000; Full time

Job summary

Focus Financial Partners is seeking a Senior Advisor Development Manager to design, facilitate, and continuously improve learning experiences that help Advisors deliver exceptional client and advisor experiences. You will serve as a lead instructor, facilitator, and learning partner, collaborating with Advisory Leadership and SMEs to identify development needs and create impactful training programs.

The role emphasizes translating complex advisory concepts into practical, actionable learning,

Qualifications

• Bachelor's degree required.
• 5+ years in Financial Services or related field.
• 2+ years on Advisory team.
• Strong understanding of advisory workflows and client relationships.
• Experience supporting advisors or internal stakeholders in a platform or systems-focused role.
• Excellent presentation, communication, and facilitation skills.

Responsibilities

• Serve as a key facilitator and instructor for advisor development programs, onboarding experiences, and cohort-based learning initiatives.
• Deliver engaging, practical training that develops advisory expertise, client relationship skills, planning discipline, technology adoption, and practice management capabilities.
• Design, enhance, and maintain advisor development curriculum, facilitator guides, presentations, participant materials, and supporting resources.
• Ensure learning content reflects firm philosophy, client experience standards, operating procedures, and advisor best practices.
• Monitor program effectiveness, participant engagement, and learning outcomes, making continuous improvements based on feedback and business needs.
• Partner with Advisory Leadership and cross-functional teams to identify advisor learning needs and development priorities.
• Collaborate with internal subject matter experts to deliver timely, relevant learning opportunities and resources.

Skills

Presentation

Facilitation

Curriculum design

Project management

Training delivery

Education

Bachelor's degree

Job description

Focus Financial Partners is seeking a Senior Advisor Development Manager to design, facilitate, and continuously improve learning experiences that help Advisors deliver exceptional client and advisor experiences. You will serve as a lead instructor, facilitator, and learning partner, collaborating with Advisory Leadership and SMEs to identify development needs and create impactful training programs.

The role emphasizes translating complex advisory concepts into practical, actionable learning,