Managing Director, Advisory Leadership — Wealth Growth

Focus Partners; Bellevue (WA); Hybrid; USD 250,000 - 350,000; Full time

Job summary

Focus Partners seeks a Managing Director, Advisory Leadership Team to drive advisor performance, growth, and client experience within an ambitious RIA setting. You will directly manage 30+ wealth advisors, coaching them to achieve strategic objectives and strong client outcomes.

You will partner with the Division President to set priorities, lead OKRs, and oversee capacity planning, innovation, and organizational effectiveness across the division.

Qualifications

• Bachelor's degree required.
• CFP®, CFA®, CPA, MBA, or other advanced professional designation preferred.
• 12+ years of experience within wealth management, including significant leadership of established wealth advisors.
• Significant leadership experience directly managing, coaching, developing, and influencing wealth advisory teams.
• Proven experience partnering on strategic initiatives and leading cross-functional projects.
• Experience leading through change and contributing to organizational transformation.
• Strong understanding of independent advisory models, practice management, and capacity planning.
• Experience using business metrics and analytics to support strategic decisions.
• Excellent communication and relationship-management skills.
• Willingness to travel approximately 25%.

Responsibilities

• Directly manage a team of 30+ wealth advisors, providing coaching and strategic guidance to growth and performance.
• Drive advisor growth, client retention, and business planning across practices.
• Conduct regular reviews using practice metrics and data to identify opportunities.
• Partner with advisors to strengthen business management, succession planning, and client experience adoption.
• Develop advisor skills and leadership capabilities aligned with firm standards.
• Promote consistency in leadership, planning, and advisor development across the division.

Skills

Leadership

Strategy & Execution

Cross-functional Leadership

Data-driven decision making

Advisor/Wealth Mgmt

Communication

Education

Bachelor's degree

CFP®, CFA®, CPA, MBA or advanced designation preferred

Job description

Focus Partners seeks a Managing Director, Advisory Leadership Team to drive advisor performance, growth, and client experience within an ambitious RIA setting. You will directly manage 30+ wealth advisors, coaching them to achieve strategic objectives and strong client outcomes.

You will partner with the Division President to set priorities, lead OKRs, and oversee capacity planning, innovation, and organizational effectiveness across the division.