Apply on Employer Site

Focus Financial Partners · 3 months ago

Manager, Advisory Leadership Team

Chicago, IL

Full-time

Onsite

Mid, Senior Level

$125K/yr - $140K/yr

5+ years exp

Kovitz is an investment adviser providing wealth management solutions, and they are seeking a Manager for their Advisory Leadership Team. This role involves supporting and developing Associate Wealth Advisors while driving key business strategies and ensuring the team has the necessary resources and skills to achieve their goals.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

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 Directors 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 Directors 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 objective and key results

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 Directors 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

Qualification

CFPCFACPAClient management systemsMultitaskingLeadershipEmotional intelligenceAttention to detailOrganizational skillsEffective listeningCollaborationCritical thinking