Strategic Advisory Leadership Director — Growth & Execution

Focus Partners; Pittsburgh (Allegheny County); On-site; USD 180,000 - 200,000; Full time

Job summary

Focus Partners is seeking a Director for the Advisory Leadership Team to bridge business objectives with evidence‑based service delivery in wealth management. You will align senior leadership goals with regional advisory teams and drive execution of strategic initiatives.

Responsibilities include budgeting, tracking OKRs, promoting advisor development, ensuring compliance, and collaborating across onboarding, integration, and transactions. Travel approx. 25%.

Qualifications

• Bachelor's degree required; CFP/CPA recommended but not required.
• 10+ years of work experience in leadership, wealth management, or financial services.
• Strong strategic planning and experience delivering high-level business objectives.
• Excellent communication and interpersonal skills across management levels.
• Commitment to fostering a diverse and inclusive workplace.

Responsibilities

• Align firm objectives with regional advisory teams and lead cross-functional initiatives.
• Lead budget planning and track OKRs for regional advisory teams.
• Drive regional growth initiatives to meet firm objectives.
• Manage transitions with onboarding, integration, and transactions teams.
• Promote robust compliance practices and resource planning.
• Coach and mentor advisors, fostering diverse perspectives.

Skills

Leadership

Strategic planning

Communication

Budget management

Problem solving

Team development

Diversity & inclusion

Education

Bachelor's Degree

CFP or CPA

Job description

Focus Partners is seeking a Director for the Advisory Leadership Team to bridge business objectives with evidence‑based service delivery in wealth management. You will align senior leadership goals with regional advisory teams and drive execution of strategic initiatives.

Responsibilities include budgeting, tracking OKRs, promoting advisor development, ensuring compliance, and collaborating across onboarding, integration, and transactions. Travel approx. 25%.