Manager, Advisory Leadership Team

Focus Partners Wealth is seeking a Manager Advisory Leadership Team. The Manager Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business strategies. This role requires managerial oversight a strong understanding of Focus Partners Wealths financial planning and client experience vision and a commitment to implementing best practices for advisory teams. Collaborating closely with the Division President Directors and other internal departments the Manager ensures teams have the resources skills and infrastructure needed to achieve their business plan goals.

Key responsibilities include driving planning and service harmonization through the management and development of AWAs. AWAs maintain strong client relationships and work closely with the Advisory and Client Service teams to support team goals and drive efficiency and best practices. The Manager oversees a team of AWAs ensuring they excel in their daily responsibilities meet personal goals and work towards the objectives outlined in the advisory team business plan. Effective coaching in this role requires an in-depth understanding of the firms client experience and the tools and technology solutions used by the advisory team.

As a coach and mentor the Manager should be a natural team builder who fosters team cohesion by balancing individual development with the enforcement of business standards and processes. They are responsible for promoting career growth among their team members and overseeing the hiring training and continuous development of AWAs. The role also serves as a communication and knowledge conduit sharing strategic initiatives and daily updates within the firm and assisting with change management.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week while giving team members the option to work remotely 2 day per week or as assigned by their team leader.

• 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 firms 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
• Travel: Approximately 25% with the possibility of additional travel depending on business needs.

• Bachelors degree
• Advanced credentials such as CFP CFA or CPA
• 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.

This position is an exempt annualized base pay range for this role is expected to be $135000 - $175000 per year Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. 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 candidates 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 follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates 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 .

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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.

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 states 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.