Managing Director, Advisory Leadership Team

job description summary

the managing director, advisory leadership team serves as a senior leader within the advisory organization, responsible for driving advisor performance, business growth, organizational effectiveness, and the consistent delivery of the focus partners client experience. This role directly manages a team of 30+ established wealth advisors within an ria environment, providing hands‑on coaching, accountability, and strategic guidance to support growth, client retention and business planning objectives.

the managing director, advisory leadership team serves as a senior leader within the advisory organization, responsible for driving advisor performance, business growth, organizational effectiveness, and the consistent delivery of the focus partners client experience. This role directly manages a team of 30+ established wealth advisors within an ria environment, providing hands‑on coaching, accountability, and strategic guidance to support growth, client retention and business planning objectives.

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. The role plays a critical part in connecting firm objectives, divisional priorities, and advisor execution by leading key projects, driving organizational improvements, utilizing data‑informed decision making, and supporting effective capacity and resource planning across the division.

as a senior member of the division leadership team, the managing director serves as a trusted advisor and thought partner to the division president, helping shape strategy, advance organizational priorities, and drive execution across the division. This role may serve as the division president’s delegate and representative in leadership discussions, cross‑functional initiatives, and strategic projects as needed.

this position can be based out of the following locations on a hybrid basis: menlo park, ca, walnut creek, ca, or bellevue, wa.

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.

• directly manage a team of 30+ established wealth advisors providing hands‑on coaching, accountability, and strategic guidance to support business growth, development, and performance.
• drive advisor practice growth, client retention, business planning, and overall team performance across assigned practices.
• conduct regular business reviews and performance discussions, leveraging practice metrics and business data to evaluate progress and identify opportunities.
• partner with advisors to strengthen business management, succession planning, team effectiveness, and adoption of the focus partners client experience.
• drive the ongoing development of advisor skills, leadership capabilities, and best practices aligned with the focus partners client experience framework.
• promote consistency in advisory leadership, business planning, and advisor development practices across the division.

• partner directly with the division president to establish divisional objectives, long‑term business plans, annual operating goals, and strategic priorities.
• support the development and execution of divisional okrs and key business initiatives.
• lead strategic projects and organizational initiatives designed to improve advisor effectiveness, increase scalability, and strengthen business performance.
• participate in cross‑divisional…