Position Summary
The Senior Advisor Development Manager is a key member of the Advisor Development team, responsible for designing, facilitating, and continuously enhancing learning experiences that help advisors build the knowledge, skills, and confidence needed to deliver exceptional client and advisor experiences. This role serves as a lead instructor, facilitator, and learning partner, working closely with Advisory Leadership and subject matter experts to identify development needs, create impactful training programs, and support the professional growth of advisors across the firm.
The ideal candidate brings deep advisory industry experience, a passion for developing others, and the ability to translate complex concepts into practical, actionable learning. This individual is a confident facilitator, trusted partner, and collaborative leader who is energized by helping advisors improve their effectiveness, strengthen client relationships, and maximize the value of firm resources.
Our preference is to have someone work in St. Louis 3 days/week. However, we are open to having someone work Remotely with light travel if they meet all the qualifications.
Essential Job Duties & Responsibilities
Serve as a key facilitator and instructor for advisor development programs, onboarding experiences, and cohort-based learning initiatives.
Deliver engaging, practical training that develops advisory expertise, client relationship skills, planning discipline, technology adoption, and practice management capabilities.
Design, enhance, and maintain advisor development curriculum, facilitator guides, presentations, participant materials, and supporting resources.
Ensure learning content reflects firm philosophy, client experience standards, operating procedures, and advisor best practices.
Maintain training content to ensure accuracy, relevance, compliance, and alignment with organizational priorities.
Monitor program effectiveness, participant engagement, and learning outcomes, making continuous improvements based on feedback and business needs.
Partner with Advisory Leadership and cross-functional teams to identify advisor learning needs and development priorities.
Collaborate with internal subject matter experts to deliver timely, relevant learning opportunities and resources.
Required Qualifications
Bachelor’s degree
5+ years’ experience in Financial Services or related profession.
Served as part of an Advisory team for 2+ years
Strong understanding of financial planning, advisory workflows, client relationship management, and team-based service models.
Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role.
Excellent presentation, communication, and facilitation skills with the ability to engage diverse audiences.
Exceptional organizational, collaboration, and project management abilities.
Strong attention to detail and commitment to delivering high-quality learning experiences.
Ability to work independently in a fast-paced, evolving environment while maintaining a service-oriented mindset.
Preferred Qualifications
CFP®, CPA or similar professional designation.
This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000-$125,000. Actual base pay could 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 for employees. 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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About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.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].
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
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 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
- 5+ years' experience in Financial Services or related profession
- Served as part of an Advisory team for 2+ years
- Strong understanding of financial planning, advisory workflows, client relationship management, and team-based service models
- Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role
- Excellent presentation, communication, and facilitation skills
- Exceptional organizational, collaboration, and project management abilities
- Strong attention to detail and commitment to delivering high-quality learning experiences
- Ability to work independently in a fast-paced, evolving environment while maintaining a service-oriented mindset
- CFP, CPA, or similar professional designation
Focus Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.
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Fair & Transparent Compensation — Pay is presented with clear salary bands in multiple public job postings across roles and locations, aligning with typical ranges for similar industry titles. Role-level transparency spans client service, trading, and corporate/transaction positions.
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Affordable Benefits — Health insurance is characterized as affordable alongside favorable commentary on the overall package. Core coverage includes medical, dental, vision, life insurance, and a 401(k) noted in corporate postings.
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Wellbeing & Lifestyle Benefits — Broader total rewards include paid volunteer time, an in-house headquarters gym, wellness amenities such as lactation rooms and healthy snacks, and tuition assistance/training investment. These elements indicate attention to employee wellbeing beyond core insurance.
Focus Financial Partners Insights
What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
