Focus Financial Partners · 5 months ago
Manager, Advisory Leadership Team
Bethesda, MD, Boston, MA
Full-time
Onsite
Mid, Senior Level
$125K/yr - $145K/yr
5+ years expFocus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. The Manager, Advisory Leadership Team, supports and develops Associate Wealth Advisors while driving the execution of key business strategies, ensuring teams have the necessary resources and skills to achieve their goals.
Asset ManagementFinanceFinancial ServicesWealth Management
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
Qualification
Required
Bachelor's degree
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
Preferred
Advanced credentials such as CFP, CFP or CPA recommended but not required
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
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