Manager, Advisory Leadership Team

MANAGER, ADVISORY LEADERSHIP TEAM

Boston, MA / Bethesda, MD

Position Summary

The Manager, Advisory Leadership Team, supports and develops Associate Wealth Advisors while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth's financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Collaborating closely with the Director, President, 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 Associate Wealth Advisors (AWAs). AWAs maintain strong client relationships and work closely with the Wealth Advisor and client service team 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 firm’s 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.

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 annualized base pay range for this role is expected to be between $125,000 - $145,000/year.  Actual base pay could 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 for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.