Senior Advisor Development Manager

The role

The Senior Advisor Development Manager designs, facilitates, and enhances learning experiences for advisors. This role serves as a lead instructor and learning partner to support professional growth and advisor effectiveness.

What you will do

• Serve as a key facilitator and instructor for advisor development programs and onboarding
• Deliver training on advisory expertise, client relationship skills, and practice management
• Design, enhance, and maintain advisor development curriculum and resources
• Ensure learning content reflects firm philosophy and client experience standards
• Maintain training content for accuracy, relevance, and compliance
• Monitor program effectiveness and learning outcomes
• Partner with Advisory Leadership to identify learning needs
• Collaborate with internal subject matter experts

Required qualifications

• Bachelor’s degree
• 5+ years’ experience in Financial Services or related profession
• Served as part of an Advisory team for 2+ years
• Strong understanding of financial planning, advisory workflows, and client relationship management
• Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role
• Excellent presentation, communication, and facilitation skills
• Exceptional organizational, collaboration, and project management abilities
• Strong attention to detail
• Ability to work independently in a fast-paced, evolving environment

Nice to have

• CFP®
• CPA
• similar professional designation

Benefits

• Annual cash bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the company

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. It helps individuals, families, and institutions navigate complex financial situations with personalized solutions.