Director, Advisory Growth & Strategy

LE0123 Focus Partners Wealth LLC; Pittsburgh (Allegheny County); Hybrid; USD 180,000 - 200,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth seeks a Director to bridge business objectives with evidence-based service delivery across regions. You will drive annual business planning, align advisor teams with firm strategy, and foster growth and development while maintaining compliance and high client service standards.

The role supports a hybrid work model with 3 days in office weekly and 2 remote days, travel approx. 25% as needed. Exempt, with bonus and benefits included.

Qualifications

• Bachelor's Degree; CFP/CPA 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, budgeting, and team development.

Responsibilities

• Align firm-wide vision with senior leadership to execute broad goals.
• Deliver annual business plans to regional advisory teams and track OKRs.
• Lead the annual budget planning process for regional advisory teams.
• Champion regional growth initiatives to meet firm objectives.
• Promote advisor development with action plans and coaching.
• Coordinate with onboarding and transitions teams for smooth firm rollouts.
• Meet with Wealth Advisors regularly to track progress toward goals.
• Ensure compliance practices are promoted and followed.
• Collaborate with other departments to implement best practices.
• Connect advisors to training resources to stay aligned with the firm.

Skills

Leadership

Strategic planning

Communication

Budget management

Problem solving

Diversity and inclusion

Education

Bachelor's degree

CFP or CPA

Job description

Focus Partners Wealth seeks a Director to bridge business objectives with evidence-based service delivery across regions. You will drive annual business planning, align advisor teams with firm strategy, and foster growth and development while maintaining compliance and high client service standards.

The role supports a hybrid work model with 3 days in office weekly and 2 remote days, travel approx. 25% as needed. Exempt, with bonus and benefits included.