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Focus Partners Wealth · 2 days ago

Manager, Advisory Leadership Team

Greater Boston

Full-time

Hybrid

Mid, Senior Level

$125K/yr - $145K/yr

5+ years exp

Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. The Manager, Advisory Leadership Team, is responsible for supporting and developing Associate Wealth Advisors while driving key business strategies and ensuring the execution of best practices for advisory teams.

ConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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

Client management systemsFinancial planningLeadershipEmotional intelligenceCritical thinkingMultitaskingCollaborationAttention to detailOrganizational skillsEffective listening

Required

Bachelor's degree

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

5+ years of work experience preferred in a relevant position

Benefits

Annual cash bonus

Comprehensive benefits package

Company

Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.

Founded in 1986

Los Angeles, California, USA

1001-5000 employees

http://thecolonygroup.com

H1B Sponsorship

Focus Partners Wealth has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2022 (1)

2021 (1)

2020 (1)