Head of Advisor Experience & Wealth Tech

Focus Financial Partners; United States; Hybrid; USD 125,000 - 150,000; Full time

Job summary

Focus Financial Partners seeks a Manager for Client & Advisor Experience to lead a team delivering advisor-facing wealth technology. You will own tools, coordinate stakeholder efforts, ensure secure access, and drive adoption and improvement across platforms.

Ideal candidates bring wealth management experience, strong leadership, and a track record of managing vendor relationships, with hybrid work from St. Louis or remote options with travel.

Qualifications

• Minimum of seven years of experience in wealth management, financial services, advisor technology, product ownership, or related business platforms.

Responsibilities

• Own the success, adoption, and continuous improvement of assigned advisor-facing wealth technology tools.
• Lead, coach, and develop a team responsible for advisor-facing technology tools, ensuring clear priorities and high-quality execution.
• Act as product owner and primary contact for assigned tools with key stakeholders for status updates and decisions.
• Set team operating rhythms, delegate work, monitor capacity, and guide issue resolution and delivery quality.
• Manage relationships with wealth technology vendors, including escalation, roadmap discussions, and release coordination.
• Partner with tech, operations, compliance, data, advisory, and business teams to ensure platform aligns with needs.
• Support permissioning, data integrations, testing, release readiness, and stakeholder communications.
• Respond to inquiries, triage issues, and coordinate resolution paths.
• Identify friction points and translate feedback into clear requirements and actions.
• Project manage cross-functional initiatives with defined scope, milestones, dependencies, and risk decisions.

Skills

Team leadership

Product ownership

Vendor management

Stakeholder communication

Wealth tech knowledge

Project management

Data integrations awareness

Tools

CRM

Financial planning tools

Reporting tools

Client portals

Job description

Focus Financial Partners seeks a Manager for Client & Advisor Experience to lead a team delivering advisor-facing wealth technology. You will own tools, coordinate stakeholder efforts, ensure secure access, and drive adoption and improvement across platforms.

Ideal candidates bring wealth management experience, strong leadership, and a track record of managing vendor relationships, with hybrid work from St. Louis or remote options with travel.