Advisory Leadership Manager — Coach & Strategy Lead

Focus Financial Partners; West Hartford (CT); Hybrid; USD 135,000 - 155,000; Full time

Job summary

Focus Financial Partners seeks a Manager, Advisory Leadership Team, to coach Associate Wealth Advisors and drive strategic initiatives across advisory groups. You will lead coaching, performance management, hiring, training, and career development while aligning with client experience standards.

This exempt role offers a hybrid work model in West Hartford, CT, with ~25% travel. You will partner with leadership to implement best practices, manage OKRs, and promote compliance and collaboration.

Qualifications

• Bachelor’s degree required.
• CFP/CPA recommended but not required.
• 5+ years of work experience in a relevant position.
• Proficient with client management systems and related technologies.
• Strong leadership and emotional intelligence.

Responsibilities

• Lead and develop AWAs; coach and mentor with timely feedback.
• Foster accountability and goal setting across teams.
• Communicate with advisory leadership and committees.
• Drive planning and service harmonization with client experience goals.
• Ensure efficient use of financial planning tools and resources.
• Promote strong compliance and cross-team collaboration.
• Travel approximately 25%.

Skills

Team leadership

Executive communication

Relationship management

Emotional intelligence

Strategic planning

Adaptability

Attention to detail

Education

Bachelor’s degree

CFP or CPA recommended

Tools

CRM systems

Job description

Focus Financial Partners seeks a Manager, Advisory Leadership Team, to coach Associate Wealth Advisors and drive strategic initiatives across advisory groups. You will lead coaching, performance management, hiring, training, and career development while aligning with client experience standards.

This exempt role offers a hybrid work model in West Hartford, CT, with ~25% travel. You will partner with leadership to implement best practices, manage OKRs, and promote compliance and collaboration.