Focus Partners Wealth
Manager, Advisory Leadership Team
Focus Partners Wealth, Atlanta, Georgia, United States, 30383
Position Summary
Focus Partners Wealth is seeking a Manager, Advisory Leadership Team. The Manager 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. The Manager works closely with the Division President, Directors, and internal departments to ensure teams have the resources, skills, and infrastructure needed to achieve business plan goals.
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 the 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 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 within the firm.
Collaborate with Directors to determine and guide advisory team business plans and staffing.
Coach and mentor Associate Wealth Advisors with timely feedback and guidance.
Assist the firm in achieving its objectives and key results.
Promote strong compliance practices.
Maintain strong relationships with Associate Wealth Advisors and Client Relationship Specialists to support overall team effectiveness.
Report progress and resolve issues through established communication with Directors.
Participate in committees and projects as requested by the Advisory Leadership Team.
Lead operational projects ensuring advisor representation and a strong feedback loop.
Serve as a collaborative, results‑oriented member of the Advisory Leadership Team.
Travel: Approximately 25%.
Qualifications
Bachelor’s degree.
Advanced credentials such as CFP, CFA or CPA.
5+ years of relevant work experience.
Proficiency with client management systems and related technologies.
Strong leadership and emotional intelligence.
Enthusiastic, quick, ongoing learner.
Excellent multitasking, prioritization, attention to detail, and organizational skills.
Effective listening and people skills.
Collaborative mindset with a desire to help others.
Creative and strong critical thinking skills.
Ability to work independently and collaboratively.
Compensation The annualized base pay range is $123,000 – $143,000. Base pay may vary with experience, expertise, location, and skill set. Total compensation may include an annual cash bonus and a comprehensive benefits package.
Hybrid Work Schedule Focus provides flexibility to work a hybrid schedule: 3 days in office per week with the option to work remotely for 2 days, or as assigned by the team leader.
Travel Approximately 25%, with possibility of additional travel as needed.
Legal Compliance (EEO Statement) The following language is for US based roles only 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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
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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 the 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 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 within the firm.
Collaborate with Directors to determine and guide advisory team business plans and staffing.
Coach and mentor Associate Wealth Advisors with timely feedback and guidance.
Assist the firm in achieving its objectives and key results.
Promote strong compliance practices.
Maintain strong relationships with Associate Wealth Advisors and Client Relationship Specialists to support overall team effectiveness.
Report progress and resolve issues through established communication with Directors.
Participate in committees and projects as requested by the Advisory Leadership Team.
Lead operational projects ensuring advisor representation and a strong feedback loop.
Serve as a collaborative, results‑oriented member of the Advisory Leadership Team.
Travel: Approximately 25%.
Qualifications
Bachelor’s degree.
Advanced credentials such as CFP, CFA or CPA.
5+ years of relevant work experience.
Proficiency with client management systems and related technologies.
Strong leadership and emotional intelligence.
Enthusiastic, quick, ongoing learner.
Excellent multitasking, prioritization, attention to detail, and organizational skills.
Effective listening and people skills.
Collaborative mindset with a desire to help others.
Creative and strong critical thinking skills.
Ability to work independently and collaboratively.
Compensation The annualized base pay range is $123,000 – $143,000. Base pay may vary with experience, expertise, location, and skill set. Total compensation may include an annual cash bonus and a comprehensive benefits package.
Hybrid Work Schedule Focus provides flexibility to work a hybrid schedule: 3 days in office per week with the option to work remotely for 2 days, or as assigned by the team leader.
Travel Approximately 25%, with possibility of additional travel as needed.
Legal Compliance (EEO Statement) The following language is for US based roles only 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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
#J-18808-Ljbffr