Focus Financial Partners · 2 months ago
Director, Advisory Leadership Team
Bethesda, MD, Boston, MA
Full-time
Onsite
Senior Level, Lead/Staff
$200K/yr - $220K/yr
10+ years expFocus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. The Director, Advisory Leadership Team serves as a primary liaison to ensure the execution of advisory-led client experiences, driving business planning processes, and fostering the development of advisory teams to meet strategic objectives.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Adopt firm-wide vision and collaborate with senior leadership to align and execute on broad-scale goals and priorities
Execute and deliver business plans to regional advisory teams, tracking OKRs and annual goals
Lead the annual budget planning process for regional advisory teams, ensuring financial resource accountability
Champion regional growth initiatives to meet firm objectives
Develop action plans for consultative practice management, promoting continuous advisor and team development
Facilitate transition and succession planning alongside Transition Advisors for regional teams
Collaborate with the Onboarding, Integration, and Transactions teams to ensure smooth transitions for new firms
Conduct regular meetings with Wealth Advisors to track goals and ensure progress towards objectives
Ensure the promotion and adherence to strong compliance practices
Work closely with Managers on the Advisory Leadership Team on resource planning and workforce management
Coach and mentor advisors with timely and thoughtful feedback and guidance
Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm
Operate within a solutions-oriented framework to eliminate barriers for advisors, supporting exceptional client service and maximizing team efficiency and effectiveness
Lead the partnership with other departments to implement best practices and manage new firm rollouts
Connect advisors to available training and resources to equip them with the skills and knowledge needed to effectively manage their practice and stay aligned with the evolving firm
Participate actively within the Advisory Leadership Team as a collaborative, results-oriented leader
Develop and analyze meaningful practice metrics to help advisory teams achieve their goals
Cultivate a culture that reflects the firm's values, ensuring they are embraced within the advisory community
Qualification
Required
Bachelor's Degree
10+ years of work experience preferred in a relevant position
Proven leadership experience in financial services or wealth management
Strong strategic planning skills and experience developing and implementing high-level business objectives
Excellent communication and interpersonal skills, with the ability to engage and collaborate with all levels of management and support teams
Experience in budget management, strategic planning, and team development
Ability to solve complex problems, manage projects, and drive results in a dynamic environment
Commitment to fostering a diverse and inclusive workplace
Preferred
Advanced credentials such as CFP, CFP or CPA is 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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