Senior Managing Director, Wealth Advisory Leadership

Focus Partners; Menlo Park (CA); Hybrid; USD 250,000 - 350,000; Full time

Benefits offered by this job

Comprehensive benefits package

Annual cash bonus

Job summary

Focus Partners seeks a Managing Director to lead the Advisory Leadership Team, guiding 30+ wealth advisors within an RIA, driving growth, performance, and client outcomes. You will coach, set divisional priorities with the Division President, and oversee capacity planning and organizational initiatives.

This senior role partners with leadership to advance strategic initiatives, OKRs, and cross-divisional projects, enabling scalable growth while maintaining Focus Partners’ client-first fiduciary

Qualifications

• 12+ years of experience in wealth management, including leadership of large advisor teams.
• Strong track record in driving advisor growth, client retention, and business planning.
• Experience partnering on strategic initiatives and cross-functional projects.
• Ability to travel ~25% and balance strategic thinking with execution.

Responsibilities

• Directly manage a team of 30+ wealth advisors, providing coaching and guidance.
• Drive advisor practice growth, client retention, and business planning.
• Lead performance reviews, using metrics to evaluate progress and identify opportunities.
• Partner with advisors to strengthen business management and succession planning.
• Drive development of advisor skills and leadership capabilities.
• Promote consistency in advisory leadership and divisional priorities.

Skills

Leadership

Strategic planning

Data analytics

Cross-functional collab

Mentoring/coaching

Education

Bachelor's degree

CFP/CFA/CPA/MBA preferred

Job description

Focus Partners seeks a Managing Director to lead the Advisory Leadership Team, guiding 30+ wealth advisors within an RIA, driving growth, performance, and client outcomes. You will coach, set divisional priorities with the Division President, and oversee capacity planning and organizational initiatives.

This senior role partners with leadership to advance strategic initiatives, OKRs, and cross-divisional projects, enabling scalable growth while maintaining Focus Partners’ client-first fiduciary