Managing Director, Advisory Leadership Team Greater Seattle, WA Area + 2 more

The Company is seeking a Managing Director for its Advisory Leadership Team. This senior leadership role is pivotal in driving advisor performance, business growth, and the consistent delivery of the client experience. The successful candidate will directly manage a team of over 30 established wealth advisors, providing hands-on coaching, strategic guidance, and accountability to support their growth, client retention, and business planning objectives. Additionally, the Managing Director will partner with the Division President to establish divisional priorities, advance strategic initiatives, and support long-term business planning efforts. The role requires a strong leader with a proven track record in wealth management, particularly within an RIA environment, and the ability to influence and drive change across the organization. Applicants for the Managing Director position at the company should have a Bachelor's degree, with advanced professional designations such as CFP®, CFA®, CPA, or MBA preferred. A minimum of 12 years' experience in wealth management, including significant experience in an RIA environment, is required. The ideal candidate will have a strong background in advisor leadership, business performance, and organizational effectiveness, with a demonstrated ability to drive accountability and foster a culture of high performance. Key qualifications include a deep understanding of independent advisory business models, practice management, and the ability to utilize data and business metrics for decision-making. The role demands exceptional communication, relationship management, and leadership skills, as well as the ability to balance strategic thinking with operational execution in a fast-paced environment.

Hiring Company

Focus Financial Partners