Hybrid Director of Advisory Leadership & Growth

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth in Chicago is seeking a Director to lead the Advisory Leadership Team, aligning regional advisory goals with firm objectives and driving annual business planning and growth initiatives. You will support Wealth Advisors, manage budgets, and foster advisor development across regions.

The role requires a Bachelor's Degree and 10+ years in financial services or wealth management, with strong leadership and strategic planning capabilities.

Qualifications

• Bachelor's degree required; advanced credentials such as CFP or CPA are recommended but not required.
• Strong leadership experience in financial services or wealth management.
• Excellent strategic planning and execution of high-level business objectives.
• Experience with budget management, resource planning, and team development.

Responsibilities

• Adopt firm-wide vision and collaborate with senior leadership to align and execute on broad-scale goals.
• Lead annual budget planning and track regional OKRs and goals.
• Drive regional growth initiatives to meet firm objectives.
• Coach and mentor advisory teams, promoting continuous development.
• Ensure compliance and collaborate with cross-functional teams on new firm rollouts.
• Analyse practice metrics to help advisory teams achieve their goals.
• Monitor advisor progress with regular meetings and ensure compliance.

Skills

Leadership

Strategic planning

Budget management

Team development

Communication

Mentoring

Education

Bachelor's Degree

CFP/CPA (recommended)

Job description

Focus Partners Wealth in Chicago is seeking a Director to lead the Advisory Leadership Team, aligning regional advisory goals with firm objectives and driving annual business planning and growth initiatives. You will support Wealth Advisors, manage budgets, and foster advisor development across regions.

The role requires a Bachelor's Degree and 10+ years in financial services or wealth management, with strong leadership and strategic planning capabilities.