MD, Advisory Leadership — Lead 30+ Wealth Advisors

Focus Partners; Walnut Creek (CA); Hybrid; USD 250,000 - 350,000; Full time

Benefits offered by this job

Hybrid schedule

Comprehensive benefits package

Job summary

Focus Partners seeks a Managing Director, Advisory Leadership to guide 30+ wealth advisors in a hybrid, RIA setting. You will drive advisor performance, growth, client retention, and strategic planning in collaboration with the Division President.

You will partner across functions to advance divisional priorities, lead key initiatives, and ensure capacity planning, data-driven decisions, and excellent client outcomes. This exempt role offers a comprehensive benefits package.

Qualifications

• Bachelor's degree required.
• CFP®, CFA®, CPA, MBA, or other advanced professional designation preferred.
• 12+ years of experience within wealth management, including significant experience in an RIA environment.
• Significant leadership experience directly managing, coaching, developing, and influencing established wealth advisors with drive for accountability.
• Proven success driving advisor growth, business planning, performance accountability, talent development, and organizational performance.
• Experience leading cross-functional projects and strategic initiatives in a fast-paced setting.
• Willingness to travel approximately 25%.

Responsibilities

• Directly manage a team of 30+ wealth advisors, providing hands-on coaching and strategic guidance to support growth and performance.
• Drive advisor practice growth, client retention, business planning, and overall team performance.
• Conduct regular business reviews using metrics and data to evaluate progress and identify opportunities.
• Partner with advisors to strengthen business management, succession planning, and client experience adoption.
• Lead development of advisor skills and leadership capabilities aligned with the client experience framework.
• Promote consistency in advisory leadership and divisional priorities across the organization.
• Partner with Division President to set objectives, OKRs, and strategic priorities.
• Lead cross-divisional projects and enterprise initiatives to improve advisor effectiveness and scalability.

Skills

Leadership

Coaching

Strategic planning

Client experience

Performance management

Data-driven decision making

Financial services

Education

Bachelor's degree

Job description

Focus Partners seeks a Managing Director, Advisory Leadership to guide 30+ wealth advisors in a hybrid, RIA setting. You will drive advisor performance, growth, client retention, and strategic planning in collaboration with the Division President.

You will partner across functions to advance divisional priorities, lead key initiatives, and ensure capacity planning, data-driven decisions, and excellent client outcomes. This exempt role offers a comprehensive benefits package.