Director, Advisory Leadership Team
Focus Partners Wealth(7 months ago)
About this role
The Director, Advisory Leadership Team plays a strategic role in aligning business objectives with service delivery in the wealth management domain. The role involves guiding advisory teams, executing business plans, and fostering growth and development within the firm, with a focus on effective leadership and collaboration.
Required Skills
- Leadership
- Strategic Planning
- Budget Management
- Client Relations
- Team Development
- Financial Analysis
- Growth Strategies
- Compliance
- Mentorship
- Practice Management
Qualifications
- Bachelor's Degree
- CFP or CPA (recommended)
- 10+ years relevant experience
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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