Focus Partners Wealth

Managing Director, Advisory Leadership Team

Menlo Park, CA · Director

Sponsorship not specifiedDetected 5 days ago

OKRsLeadershipCollaborationMentoringCFA

About the role

This role may serve as the Division President's delegate and representative in leadership discussions, cross-functional initiatives, and strategic projects as needed.
Focus provides team members the flexibility to work a hybrid schedule.

In addition to advisor leadership responsibilities, the Managing Director partners closely with the Division President to establish divisional priorities, advance strategic initiatives, and support long-term business planning efforts.
Drive advisor growth, client retention, business planning, and overall team performance across assigned practices.
Partner with advisors to strengthen business management, succession planning, team effectiveness, and adoption of the Focus Partners client experience.
Support the development and execution of divisional OKRs and key business initiatives.
Maintain a disciplined approach to advisor capacity and resource planning, utilizing data and business metrics to support workforce decisions and sustainable growth.
Leverage performance analytics and practice management metrics to monitor results, identify trends, and support data-driven decision making.
Partner with Operations, Service, Compliance, Technology, and other business functions to improve advisor effectiveness and enhance client outcomes.
Support the onboarding, integration, and transition of advisors, teams, and firms joining the organization.

Bachelor's degree required.
12+ years of experience within wealth management, financial services, or a related industry.
Proven experience partnering on strategic initiatives, leading cross-functional projects, and successfully executing complex busin
CFP®, CFA®, CPA, MBA, or other advanced professional designation preferred.
Significant leadership experience coaching and influencing experienced advisors, leaders, and high-performing teams.
Demonstrated success driving advisor growth, business planning, talent development, and organizational performance.

Advisor Leadership & Business Performance
Conduct regular business reviews and performance discussions, leveraging practice metrics and business data to evaluate progress and identify opportunities.
Promote consistency in advisory leadership, business planning, and advisor development practices across the division.
Division Strategy & Organizational Leadership
Participate in cross-divisional initiatives and enterprise efforts that advance firm-wide priorities and organizational transformation objectives.
Act as a trusted advisor to the Division President by providing insight regarding advisor trends, leadership opportunities, organizational challenges, and growth initiatives.
Serve as the Division President's delegate and representative in leadership discussions, strategic initiatives, and cross-functional efforts as needed.
Capacity Planning & Operational Excellence

Partner directly with the Division President to establish divisional objectives, long-term business plans, annual operating goals, and strategic priorities.

This listing is sourced directly from Focus Partners Wealth's careers page and normalized into a canonical job model.