Director of Advisory Leadership & Growth

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

Job summary

Focus Partners Wealth is seeking a Director, Advisory Leadership Team to bridge firm objectives with evidence-based service delivery for advisory-led client experiences. You will partner with Wealth Advisors across regions to drive annual business planning, set goals, and define accountabilities while promoting growth and development.

The role supports a hybrid work model (3 days in office per week; 2 days remote) and requires travel about 25% to meet regional objectives and client needs.

Qualifications

• Bachelor's degree required; CFP/CPA recommended.
• 10+ years of work experience in wealth/advisory services.
• Proven leadership experience in financial services or wealth management.
• Strong strategic planning and communication skills.

Responsibilities

• Align regional advisory teams with firm objectives and goals.
• Lead annual budget planning for regional advisory teams.
• Drive regional growth initiatives and manage performance metrics.
• Coach and mentor Wealth Advisors and develop advisor talent.
• Coordinate onboarding, integration, and transitions for new firms.

Skills

Leadership

Strategic planning

Communication

Budget management

Advisor development

Team development

Cross-functional collaboration

Education

Bachelor's Degree

CFP

CPA

Job description

Focus Partners Wealth is seeking a Director, Advisory Leadership Team to bridge firm objectives with evidence-based service delivery for advisory-led client experiences. You will partner with Wealth Advisors across regions to drive annual business planning, set goals, and define accountabilities while promoting growth and development.

The role supports a hybrid work model (3 days in office per week; 2 days remote) and requires travel about 25% to meet regional objectives and client needs.