Director of Advisory Leadership & Growth

LE0123 Focus Partners Wealth LLC; Chicago (IL); Hybrid; USD 180,000 - 200,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

401(k)

Job summary

Focus Partners Wealth seeks a Director, Advisory Leadership Team to bridge firm objectives with advisor client experiences across regions. You will partner with Wealth Advisors, set annual goals, manage budgets, and promote accountability to achieve net organic growth and develop advisory teams.

This exempt role supports a hybrid schedule (3 days in office weekly) with the option to work remotely 2 days per week, or as assigned, plus travel up to 25% as needed.

Qualifications

• Bachelor's Degree; CFP/CPA credentials recommended but not required.
• 10+ years of work experience in a relevant leadership role.
• Proven leadership in financial services or wealth management.
• Strong strategic planning and ability to drive high-level objectives.
• Excellent communication across management and support teams.

Responsibilities

• Align regional goals with firm-wide vision and priorities.
• Lead annual budget planning and track resources across regions.
• Drive regional growth initiatives and advisor development.
• Coach and mentor advisory teams with timely feedback and guidance.

Skills

Leadership

Strategic planning

Budget management

Communication

Education

Bachelor's degree

CFP or CPA recommended

Job description

Focus Partners Wealth seeks a Director, Advisory Leadership Team to bridge firm objectives with advisor client experiences across regions. You will partner with Wealth Advisors, set annual goals, manage budgets, and promote accountability to achieve net organic growth and develop advisory teams.

This exempt role supports a hybrid schedule (3 days in office weekly) with the option to work remotely 2 days per week, or as assigned, plus travel up to 25% as needed.