Strategic Advisory Leader & Growth Architect

LE0123 Focus Partners Wealth LLC; Menlo Park (CA); Hybrid; USD 275,000 - 350,000; Full time

Job summary

LE0123 Focus Partners Wealth LLC is seeking a Managing Director, Advisory Leadership to drive advisor performance, growth, and client experience across the division. The role partners with the Division President to set priorities, execute strategic initiatives, and lead organizational improvements with data-informed decisions.

Hybrid work is available, with three days in office per week and up to two days remote as assigned.

Qualifications

• Bachelor's degree required.
• CFP®, CFA®, CPA, MBA or other advanced professional designation preferred.
• 12+ years of experience within wealth management, financial services, or a related industry.
• Significant leadership experience coaching and influencing experienced advisers, leaders, and high-performing teams.
• Proven experience partnering on strategic initiatives, leading cross-functional projects, and successfully executing complex business priorities.
• Experience traveling about 25%.

Responsibilities

• Advisor Leadership & Business Performance: coach and guide a designated group of advisors to grow client base, retention, and planning.
• Division Strategy & Organizational Leadership: align divisional objectives with firm-wide priorities and run OKRs.
• Capacity Planning & Operational Excellence: manage advisor capacity, budgets, and resource planning with data.
• Leadership & Culture: promote a high-performing, accountable culture and advocate for firm values.
• Cross-functional collaboration: work with Operations, Compliance, Technology and other teams to drive initiatives.

Skills

Leadership

Advisory leadership

Coaching

Strategic guidance

Data-driven decision making

Education

Bachelor's degree

CFP®, CFA®, CPA, MBA or equivalent

Job description

LE0123 Focus Partners Wealth LLC is seeking a Managing Director, Advisory Leadership to drive advisor performance, growth, and client experience across the division. The role partners with the Division President to set priorities, execute strategic initiatives, and lead organizational improvements with data-informed decisions.

Hybrid work is available, with three days in office per week and up to two days remote as assigned.