Wealth Advisory Team Lead — Coaching & Strategy

LE0123 Focus Partners Wealth LLC; West Hartford (CT); Hybrid; USD 145,000 - 165,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth LLC is seeking a Manager, Advisory Leadership Team, to lead and develop Associate Wealth Advisors, drive strategic initiatives, and ensure client experience standards across advisory teams. The role partners with firm leadership to promote best practices, adherence to compliance, and efficient use of planning tools.

The position offers a hybrid schedule with 3 days in office per week and up to 2 remote days, travel up to 25% as needed, and a compensation package including

Qualifications

• Bachelor’s degree required.
• CFP or CPA advanced credentials recommended but not required.
• 5+ years of work experience in a relevant role.
• Proficient in client management systems and related technologies.
• Strong leadership, communication, and collaboration skills.

Responsibilities

• Facilitate discussions and goal setting with AWAs to drive individual and team objectives.
• Establish ongoing communication forums within the team.
• Partner with departments and leadership to implement best practices and new firm rollouts.
• Drive planning and service harmonization to meet client experience objectives.
• Ensure efficient use of financial planning tools and resources.
• Foster accountability aligned with the firm’s mission and values.

Skills

Leadership

Client mgmt systems

Communication

Emotional intelligence

Strategic planning

Education

Bachelor's degree

CFP/CPA recommended

Job description

Focus Partners Wealth LLC is seeking a Manager, Advisory Leadership Team, to lead and develop Associate Wealth Advisors, drive strategic initiatives, and ensure client experience standards across advisory teams. The role partners with firm leadership to promote best practices, adherence to compliance, and efficient use of planning tools.

The position offers a hybrid schedule with 3 days in office per week and up to 2 remote days, travel up to 25% as needed, and a compensation package including