Advisory Leadership Manager – Hybrid, Team Coaching

Focus Financial Partners; Hartford (CT); Hybrid; USD 145,000 - 165,000; Full time

Benefits offered by this job

Hybrid work schedule

Annual bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Financial Partners seeks a Manager, Advisory Leadership Team, to lead and develop Associate Wealth Advisors while driving execution of strategy and ensuring alignment with client experience standards. The role includes coaching, performance management, and talent development across advisory teams.

The position supports a hybrid work model with several days in-office and some remote work, reporting to the Advisory Leadership Team with travel up to 25% as needed.

Qualifications

• Bachelor's degree required or equivalent.
• CFP/CPA recommended but not required.
• 5+ years of relevant work experience preferred.
• Proficient in client management systems and related technologies.
• Strong leadership and emotional intelligence.
• Enthusiastic, quick, 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.

Responsibilities

• Lead and develop Associate Wealth Advisors (AWAs) and coach them to meet team objectives.
• Establish ongoing communications channels with team members and stakeholders.
• Partner with other departments to implement best practices and firm rollouts.
• Drive planning and service harmonization to align with client experience objectives.
• Ensure efficient use of financial planning tools and resources.
• Promote a culture of accountability aligned with the firm's mission and values.
• Advocate for advisors and represent diverse perspectives within the firm.
• Collaborate with leadership to shape advisory team business plans and staffing.
• Provide timely feedback and guidance to AWAs.
• Assist the firm in achieving OKRs.
• Promote strong compliance practices.
• Maintain relationships with Advisors and Client Relationship Specialists to maximize team effectiveness.
• Report progress to the Director and participate in advisory leadership activities.
• Lead operational projects ensuring representation and a strong feedback loop.
• Function as a collaborative, results-oriented member of the Advisory Leadership Team.
• Travel approximately 25%.

Skills

Leadership

Emotional intelligence

Effective listening

People skills

Collaborative

Critical thinking

Creativity

Independence

Teamwork

Education

Bachelor's degree

Tools

CRM systems

Job description

Focus Financial Partners seeks a Manager, Advisory Leadership Team, to lead and develop Associate Wealth Advisors while driving execution of strategy and ensuring alignment with client experience standards. The role includes coaching, performance management, and talent development across advisory teams.

The position supports a hybrid work model with several days in-office and some remote work, reporting to the Advisory Leadership Team with travel up to 25% as needed.