Manager, Advisory Leadership Team
Focus Partners Wealth(2 months ago)
About this role
The Manager, Advisory Leadership Team at Focus Partners Wealth leads and develops Associate Wealth Advisors while driving execution of key business strategies and supporting the advisory team’s business plan. The role partners with senior leadership and other departments to ensure teams have the resources, infrastructure, and change-management support needed to meet objectives. This position operates within a hybrid work model and includes regular travel.
Required Skills
- Coaching
- Mentoring
- Leadership
- Communication
- Collaboration
- Planning
- Harmonization
- Financial Planning
- Client Management
- Change Management
+6 more
Qualifications
- Bachelor's Degree
- CFP
- CFA
- CPA
About Focus Partners Wealth
focusfinancialpartners.comFocus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.
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