Focus Partners Wealth
Manager, Advisory Leadership Team
West Hartford, CT
Sponsorship not specified$145k-$165kDetected 6 days ago
Performance ManagementResearchLeadershipCommunicationCritical ThinkingMentoringOrganizational Skills
About the role
- This role oversees coaching, performance management, hiring, training, and career development, while promoting best practices, operational efficiency, and consistent client service across advisory teams.
- The role also serves as a key communicator for strategic initiatives and change management.
- Focus provides team members the flexibility to work a hybrid schedule.
Responsibilities
- 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.
- Collaborate with the Director to determine and guide advisory team business plans and staffing.
- 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.
Requirements
- Bachelor's degree
- Advanced credentials such as CFP, CFP or CPA recommended but not required.
- Ability to work independently and collaboratively.
Nice to have
- 5+ years of work experience preferred in a relevant position.
- The Manager, Advisory Leadership Team is an exempt position.
- The base pay is just one component of the total compensation package.
Skills
- Ensure efficient use of financial planning tools and resources.
Compensation
- The annualized base pay range for this role is expected to be between $145,000 - $165,000/year.
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