Wealth Advisory Leadership Manager (Hybrid)

Focus Partners; West Hartford (CT); Hybrid; USD 135,000 - 155,000; Full time

Job summary

Focus Partners is seeking a Manager, Advisory Leadership Team, to lead and develop Associate Wealth Advisors, drive execution of business strategies, and ensure top-tier client experience. The role centers on coaching, performance management, hiring, and career development while promoting best practices and efficient operations.

The position is hybrid, with 3 days in office per week and up to 2 remote days.

Qualifications

• Bachelor’s degree required for consideration.
• 5+ years of relevant work experience.
• Experience with client management systems.
• Familiar with compliance and regulatory standards.

Responsibilities

• Facilitate goal setting and accountability for AWAs.
• Maintain communication forums within the team.
• Collaborate with Director on business plans and staffing.
• Coach and mentor AWAs.
• Travel approximately 25%.

Skills

Leadership

Emotional intelligence

Communication

Multitasking

Detail-oriented

Collaboration

Learning agile

Education

Bachelor's degree

CFP/CPA recommended

Tools

CRM software

Job description

Focus Partners is seeking a Manager, Advisory Leadership Team, to lead and develop Associate Wealth Advisors, drive execution of business strategies, and ensure top-tier client experience. The role centers on coaching, performance management, hiring, and career development while promoting best practices and efficient operations.

The position is hybrid, with 3 days in office per week and up to 2 remote days.