Manager, Advisory Leadership Team

Position Summary

Kovitz 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 Wealth's 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 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 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 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 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.

Qualifications

• Bachelor’s 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.

#LI-KP1

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.

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

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 39-2-901.

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 state’s 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.