Wealth Advisory Growth Director

LE0123 Focus Partners Wealth LLC; United States; Hybrid; USD 250,000 - 350,000; Full time

Job summary

Focus Partners Wealth LLC is seeking a Managing Director for the Advisory Leadership Team to guide 30+ wealth advisors within a high‑growth RIA environment. The role focuses on coaching, accountability, and driving growth, retention, and planning across the division.

The candidate partners with the Division President to set priorities, advance OKRs, and lead strategic initiatives, ensuring alignment with firm objectives and advisor execution. Travel ~25% may be required.

Qualifications

• Bachelor’s degree required.
• Advanced professional designation (CFP/CFA/CPA/MBA or equivalent) preferred.
• 12+ years of wealth management experience, especially in an RIA environment.
• Significant leadership experience coaching established wealth advisors.
• Proven ability to drive advisor growth and business performance.
• Strong use of performance metrics and analytics for decision making.

Responsibilities

• Directly manage a team of 30+ wealth advisors with coaching and accountability.
• Drive advisor practice growth, client retention, and business planning.
• Conduct performance reviews using practice metrics and data to identify opportunities.
• Partner with advisors to strengthen adviser management, succession planning, and team effectiveness.
• Lead strategic projects to improve advisor effectiveness and scalability.
• Collaborate with cross-functional teams to execute divisional priorities.

Skills

Leadership

Coaching

Strategic planning

Advisor growth

Performance analytics

Cross-functional collaboration

Communication

Education

Bachelor’s degree

Advanced professional designation preferred

Job description

Focus Partners Wealth LLC is seeking a Managing Director for the Advisory Leadership Team to guide 30+ wealth advisors within a high‑growth RIA environment. The role focuses on coaching, accountability, and driving growth, retention, and planning across the division.

The candidate partners with the Division President to set priorities, advance OKRs, and lead strategic initiatives, ensuring alignment with firm objectives and advisor execution. Travel ~25% may be required.