Director, Advisory Leadership Team

Focusfinancialpartners

Bethesda, MD, US
Base: $200,000 - $220,000pyear; bonus/equity: annu...
On-site
Strategic business planning
Advisory team development
Net organic growth targets
The Director serves as a primary liaison between business objectives and the service framework, driving seamless execution of advisory-led client experiences

Job Summary

  • The Director serves as a primary liaison between business objectives and the service framework, driving seamless execution of advisory-led client experiences.
  • This role is responsible for achieving net organic growth targets and fostering the development of advisory teams by aligning their goals with the firm’s strategic objectives.
  • Key responsibilities include leading annual budget planning, championing growth initiatives, developing action plans for practice management, and coaching advisors.

Matching Summary

The Director serves as a primary liaison between business objectives and the service framework, driving seamless execution of advisory-led client experiences.

Salary

Base: $200,000 - $220,000/year; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Strategic business planning
  • Advisory team development
  • Net organic growth targets
  • Client experience execution
  • Budget planning leadership

Nice-to-have

  • Solutions-oriented framework
  • Fostering inclusive workplace
  • Collaborative leadership style
  • Continuous advisor development

Key Requirements

  • Bachelor's Degree
  • 10+ years of experience preferred
  • Proven leadership experience in financial services
  • Strong strategic planning skills
  • Experience in budget management

Work Rights

Not specified

Tailored Resume

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