Position Summary
The Manager, Advisory Leadership Team, leads and develops Associate Wealth Advisors (AWAs) while driving execution of key business strategies and ensuring alignment with Focus Partners Wealth's financial planning and client experience standards. This role oversees coaching, performance management, hiring, training, and career development, while promoting best practices, operational efficiency, and consistent client service across advisory teams.
Working closely with firm leadership and divisional leadership, the Manager ensures advisory teams have the tools, resources, and support needed to achieve business goals. The role also serves as a key communicator for strategic initiatives and change management.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Primary Responsibilities
- Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering accountability for both individual and team objectives.
- Establish ongoing communication forums with the members of their team.
- Partner with other departments and Director to ensure implementation of best practices and new firm rollouts.
- Drive planning and service harmonization in alignment with stated advisory team client experience objectives.
- Ensure efficient use of financial planning tools and resources.
- Foster a culture of accountability aligned with the firm’s mission and values.
- Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm.
- Collaborate with the Director to determine and guide advisory team business plans and staffing.
- Coach and mentor Associate Wealth Advisors with timely and thoughtful feedback and guidance.
- Responsibility in assisting the firm to achieve its OKRs.
- Promote strong compliance practices.
- Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to support overall team effectiveness.
- Maintain established communication channels with the Director to report progress and resolve issues.
- Participate in committees and/or projects as requested by the Advisory Leadership Team
- Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is established.
- Function as a collaborative, results-oriented member of the Advisory Leadership Team
- Travel: Approximately 25%, with the possibility of additional travel depending on business needs.
Basic Qualifications
- Bachelor’s degree
- Advanced credentials such as CFP, CFP or CPA recommended but not required.
- 5+ years of work experience preferred in a relevant position.
- Proficient in the use and best practices of client management systems and related technologies
- Strong leadership and emotional intelligence to work well with a variety of personalities.
- Enthusiastic, quick, and ongoing learner
- Proficient multitasking, prioritization, attention to detail, and organizational skills
- Effective listening and people skills
- Collaborator with a desire to help others.
- Creative and strong critical thinking skills
- Ability to work independently and collaboratively.
The Manager, Advisory Leadership Team is an exempt position. The annualized base pay range for this role is expected to be between $145,000 - $165,000/year. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Skills Required
- Bachelor's degree
- CFP or CPA (advanced credentials)
- 5+ years of relevant work experience
- Proficient in client management systems and related technologies
- Experience coaching, mentoring, and performance management of advisors
- Strong leadership and high emotional intelligence
- Proficient multitasking, prioritization, attention to detail, and organizational skills
- Effective listening and people skills
- Ability to work independently and collaboratively
- Knowledgeable in compliance best practices for advisory teams
Focus Partners Wealth Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Partners Wealth and has not been reviewed or approved by Focus Partners Wealth.
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Leave & Time Off Breadth — Hybrid schedules and empowered or unlimited‑style PTO, plus paid holidays, sick time, bereavement, and military leave, are emphasized across postings. These time‑off options are positioned as meaningful parts of the overall package.
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Parental & Family Support — Paid parental leave is called out in company materials and third‑party listings. Family‑support policies are presented as a positive component of the employment offering.
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Healthcare Strength — A comprehensive suite including medical, dental, vision, life insurance, and EAP is cited in job and employer‑provided listings. Core health coverage is described as standard to strong for the industry.
Focus Partners Wealth Insights
What We Do
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.
