Wealth Advisory Leadership Manager

Focus Partners; West Hartford (CT); Hybrid; USD 145,000 - 165,000; Full time

Job summary

Focus Partners is seeking a Manager, Advisory Leadership Team to develop Associate Wealth Advisors and drive key business strategies across advisory teams. This role oversees coaching, performance management, hiring, training, and career development while promoting best practices and client experience standards.

The position collaborates with firm leadership to ensure tools and resources support goals. Working closely with leadership, the Manager ensures teams have the support needed to achieve

Qualifications

• Bachelor’s degree required.
• CFP/CPA advanced credentials recommended but not required.
• 5+ years of work experience preferred in a relevant position.
• Proficient in client management systems and related technologies.
• Strong leadership and emotional intelligence to work with diverse personalities.
• Ability to work independently and collaboratively.

Responsibilities

• Facilitate discussions and goal setting with AWAs, driving accountability.
• Establish ongoing communication forums with team members.
• Partner with other departments to implement best practices and new firm rollouts.
• Drive planning and service harmonization with client experience objectives.
• Ensure efficient use of financial planning tools and resources.
• Coach and mentor AWAs with timely, thoughtful feedback.
• Travel: approximately 25% or more as needed.

Skills

Leadership

Emotional intelligence

Communication

Client management systems

Collaboration

Strategic thinking

Education

Bachelor’s degree

CFP

CPA

Tools

CRM software

Job description

Focus Partners is seeking a Manager, Advisory Leadership Team to develop Associate Wealth Advisors and drive key business strategies across advisory teams. This role oversees coaching, performance management, hiring, training, and career development while promoting best practices and client experience standards.

The position collaborates with firm leadership to ensure tools and resources support goals. Working closely with leadership, the Manager ensures teams have the support needed to achieve