Director, Advisory Leadership Team

Bachelor's Degree

Advanced credentials such as CFP, CFP or CPA is recommended but not required

10+ years of work experience preferred in a relevant position

Proven leadership experience in financial services or wealth management.

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.

The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability partner to Wealth Advisors and their teams across regions, driving the delivery of annual business planning processes to establish foundational consistency, set goals, and define accountabilities. 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. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

This resource can sit in Boston, MA or Bethesda, MD.

Adopt firm-wide vision and collaborate with senior leadership to align and execute on broad-scale goals and priorities.

Execute and deliver business plans to regional advisory teams, tracking OKRs and annual goals.