Focus Partners Wealth

Focus Partners Wealth

Director, Advisory Leadership Team

Chicago, IL · Director

Sponsorship not specified$180k-$200kDetected 5 days ago
OKRsBudgetingResearchLeadershipCommunication

About the role

  • The Director plays a central role in achieving net organic growth targets and fostering the development of our advisory teams, aligning their goals with the firm's strategic objectives and driving team effectiveness.
  • Focus provides team members the flexibility to work a hybrid schedule.
  • Champion regional growth initiatives to meet firm objectives.

Responsibilities

  • Develop action plans for consultative practice management, promoting continuous advisor and team development.
  • Collaborate with the Onboarding, Integration, and Transactions teams to ensure smooth transitions for new firms.
  • Lead the partnership with other departments to implement best practices and manage new firm rollouts.
  • Develop and analyze meaningful practice metrics to help advisory teams achieve their goals.

Requirements

  • Bachelor's Degree
  • Advanced credentials such as CFP, CFP or CPA is recommended but not required
  • Proven leadership experience in financial services or wealth management.
  • Experience in budget management, strategic planning, and team development.
  • Strong strategic planning skills and experience developing and implementing high-level business objectives.
  • Excellent communication and interpersonal skills, with the ability to engage and collaborate with all levels of management and support teams.
  • Ability to solve complex problems, manage projects, and drive results in a dynamic environment.
  • Commitment to fostering a diverse and inclusive workplace.
  • The Director, Advisory Leadership Team is an exempt position. The annualized base pay range for this role is expected to be between $180,000 - $200,000/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 Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
  • Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
  • Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
  • 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.

Nice to have

  • 10+ years of work experience preferred in a relevant position

Compensation

  • Execute and deliver business plans to regional advisory teams, tracking OKRs and annual goals.
  • Lead the annual budget planning process for regional advisory teams, ensuring financial resource accountability.

Benefits

  • Adopt firm-wide vision and collaborate with senior leadership to align and execute on broad-scale goals and priorities.
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This listing is sourced directly from Focus Partners Wealth's careers page and normalized into a canonical job model.