Position SummaryThe Manager, Advisory Leadership Team, leads and develops Associate Wealth Advisors (AWAs) while driving execution of key business strategies and ensuring alignment with Focus Partners Wealth's financial planning and client experience standards. This role oversees coaching, performance management, hiring, training, and career development, while promoting best practices, operational efficiency, and consistent client service across advisory teams.
Working closely with firm leadership and divisional leadership, the Manager ensures advisory teams have the tools, resources, and support needed to achieve business goals. The role also serves as a key communicator for strategic initiatives and 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 days per week, or as assigned by their team leader.
Primary 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.
Basic Qualifications- Bachelor's degree
- Advanced credentials such as CFP, CFP or CPA recommended but not required.
- 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.
The Manager, Advisory Leadership Team is an exempt position. The annualized base pay range for this role is expected to be between $145,000 - $165,000/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 applicant's 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 candidate's experience and education.
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