Position Summary 

The Lead Advisor Development Manager is responsible for the development, administration, and execution of various learning experiences for Focus advisor associates. Educating advisors involves evaluating and advancing specific skills and knowledge across the core areas of the Client & Advisor Experience, Wealth Technology Platforms, and Practice Management skills. The Lead Advisor Development Manager will work closely with the Advisory Leadership Team to identify key learning needs of Advisors and deliver learning resources intended to meet those needs. It is the goal of the Advisor Development Team to provide all Focus Advisors with the resources required to continuously grow as professional and deliver an exceptional Client Experience. 

This role is intended for someone who has an advisory or financial planning background, and is willing to lend their hand and help other advisors succeed. This individual must be detail-oriented, service-minded, and willing to adapt in a fast-changing environment. 

This position is open to any of our office locations in the United States. 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 day per week, or as assigned by their team leader. 

Primary Responsibilities

• Collaborate superbly with Advisory Leadership and colleagues across the firm to understand and identify core learning needs of the Advisor community 
• Update and audit training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging 
• Review their own work for accuracy using a keen eye for details to ensure quality and adherence to all necessary compliance and design standards
• Track the engagement, success and relevance of materials and programs, making improvements and adjustments as needed
• Willingness to facilitate weekly learning sessions for new-to-firm and new-to-role advisors in the community
• Build relationships with internal subject matter experts and coordinate live-based and on-demand learning opportunities 

Qualifications 

• Bachelor’s degree 
• 5+ years’ experience in Financial Services or related profession.
• Served as part of an Advisory team for 2+ years
• Familiarity with WealthTech platforms such as Salesforce, Orion, MoneyGuide, eMoney, Holistiplan, or similar financial technology tools.
• Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role.
• Strong organizational skills with the ability to manage multiple requests and priorities simultaneously, and meet deadlines.
• Advanced written and verbal communication skills with a service-oriented mindset.
• Comfort working with technology platforms and learning new systems quickly.
• Critical thinker: able to understand core objectives and creatively solve for methods to achieve them.
• Deep understanding and appreciation of the advisory industry, with a continual mindset of what we can create to educate and inspire them.
• Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking environment. 

Preferred Qualifications 

• Professional certifications specific to the advisory industry (CFP, CPA, EA preferred) 

This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000-$90,000 base salary compensation range. 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. 

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Position Summary

Focus Partners Wealth seeks a motivated and qualified individual for the position of the Relationship Manager (RM). The RM is a knowledge leader on the FPAS offering and tools and proactively manages assigned relationships as the primary point of contact for assigned Advisors on the platform.  The RM is an organized individual that prioritizes time and resources to ensure they deliver a high-level experience to Advisors to both retain and grow assets on the FPAS platform.  As an integral member of the regional team, the RM is responsible for meeting growth goals for assigned firms as well as collaborating with Regional Directors and Divisional Managers in support of all advisors in their region. 

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 day per week, or as assigned by their team leader.

Primary Responsibilities 

• Manages assigned advisor relationships through consistent, proactive outreach as well as attentive service to inbound advisor requests to meet asset retention and growth goals.
• Educates advisors on our services by effectively articulating the firm’s value proposition in investments, planning and operations.
• Partners with Regional Directors and Divisional Managers to demonstrate tools and resources to prospective advisors.
• Articulates with expertise the options available from a contract, platform and offering perspective for prospective advisors.
• Owner of the onboarding experience for new advisors, coordinating cross-departmental efforts to ensure appropriate training is delivered and introductions to key resources and teams are made.
• Demonstrates expertise on FPAS tools to support advisors’ by generating client proposals and portfolio analysis, delivering up to date and relevant investment research/marketing materials, and introducing third party offerings and resources as appropriate.
• Tracks all Advisor communications and ensures accurate firm/personnel related information in Salesforce.
• Manages weekly follow up tasks for the region and ensures the accuracy of the prospect pipeline and client satisfaction rating within Salesforce.
• Assists advisors in delivering the Design I Build I Protect experience by maintaining proficiency in the FPAS investment philosophy, model portfolios and alternative investment strategies, and the trading experience delivered through each of our platforms.
• Takes ownership of advisor needs and challenges, researches options and utilizes firm resources to provide solutions.
• Collaborates with the Relationship Management and Regional teams to share knowledge and best practices and provide coverage for others on the team.
• Works in partnership with our internal service, operations, and investment teams to ensure the advisors needs and expectations are met.
• Limited travel to advisor events and internal meetings (10% travel).
• As a team player, is always looking for additional ways to support our advisors and team.

Qualifications

• Bachelor’s degree with 2+ years of equivalent work experience or 5+ years of direct advisor-facing experience in Financial Services
• Series 65 or ability to obtain license within 120 days
• Advanced written and verbal communication skills
• Critical thinker: able to understand core objectives and creatively solve for methods to achieve them

This position is an exempt position. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate experience and education.

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Position Summary

Focus Partners Wealth’s (FPW) Learning Events Manager is responsible for the development, administration, and execution of various learning experiences for FPW’s advisor associates.  Educating advisors involves evaluating and advancing specific skills and knowledge across the core areas of Client Experience, Technology Platforms and Practice Management. The Advisor Learning & Development Team works closely with the Advisory Leadership Team and Advisor Relations Team to identify the key learning needs of our advisors and delivers learning resources intended to meet those needs. It is the goal of the Advisor Learning & Development Team to provide all FPW advisors with the resources required to continuously grow as a professional and deliver an exceptional client experience.

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 day per week, or as assigned by their team leader.

Primary Responsibilities

• Collaborate superbly with peers and colleagues across the firm to understand and identify core learning needs of the advisor community
• Build relationships with internal subject matter resources (SMR) and facilitate the transfer of knowledge from SMR, as needed
• Translate knowledge and information into learning & development content for consumption in various venues (virtual, live, self-study, etc.)
• Own, manage and deliver various learning projects and initiatives such as live learning events, etc.
• Update training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging
• Review her/his own work for accuracy using a keen eye for details to ensure quality and adherence to all necessary compliance and design standards
• Track the engagement, success and relevance of materials and programs, making improvements and adjustments as needed

Qualifications

• Bachelor’s degree 
• 3+ years’ experience in designing and delivering educational content
• Advanced written and verbal communication skills
• Critical thinker: able to understand core objectives and creatively solve for methods to achieve them
• Demonstrate personal initiative, organization, and time management skills to be able to consistently meet deadlines
• Deep understanding and appreciation for our primary constituents with a continual mindset of what we can create to educate and inspire them
• Enthusiastic, quick, and ongoing learner
• Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking environment
• Desire to help others
• Travel up to 20%

This position is an exempt position. The annualized base pay for this role is expected to be $60,000 - $65,000 base salary. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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