Senior Development Manager

Focus Financial Partners

Senior Advisor Development Manager at Focus Financial Partners designing and enhancing advisor learning experiences. Engaging with advisors to build knowledge and skills for client service excellence.

Posted 7/14/2026full-timeSt. Louis • Montana • 🇺🇸 United StatesSenior💰 $100,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in advisor development, financial planning, and client relationship management, with a strong focus on creating engaging training content and facilitating effective learning experiences. Proven ability to collaborate with leadership and cross-functional teams to enhance advisor capabilities and ensure alignment with organizational standards.

Highest-signal resume keywords

Financial Planning ExpertiseAdvisor Development Curriculum DesignClient Relationship ManagementPresentation and Facilitation SkillsProject Management Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advisor DevelopmentCurriculum DesignFinancial PlanningAdvisory WorkflowsLearning Outcomes MonitoringCompliance StandardsTraining Content MaintenanceTechnology AdoptionPractice ManagementEngagement Strategies

Soft Skills

Communication SkillsCollaborationOrganizational SkillsAttention to DetailService-Oriented Mindset

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Financial ServicesAdvisory TeamClient Experience StandardsTeam-Based Service ModelsStakeholder Engagement

About the role

Key responsibilities & impact

Serve as a key facilitator and instructor for advisor development programs, onboarding experiences, and cohort-based learning initiatives.
Deliver engaging, practical training that develops advisory expertise, client relationship skills, planning discipline, technology adoption, and practice management capabilities.
Design, enhance, and maintain advisor development curriculum, facilitator guides, presentations, participant materials, and supporting resources.
Ensure learning content reflects firm philosophy, client experience standards, operating procedures, and advisor best practices.
Maintain training content to ensure accuracy, relevance, compliance, and alignment with organizational priorities.
Monitor program effectiveness, participant engagement, and learning outcomes, making continuous improvements based on feedback and business needs.
Partner with Advisory Leadership and cross-functional teams to identify advisor learning needs and development priorities.
Collaborate with internal subject matter experts to deliver timely, relevant learning opportunities and resources.

Requirements

What you’ll need

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, client relationship management, and team-based service models
Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role
Excellent presentation, communication, and facilitation skills with the ability to engage diverse audiences
Exceptional organizational, collaboration, and project management abilities
Strong attention to detail and commitment to delivering high-quality learning experiences
Ability to work independently in a fast-paced, evolving environment while maintaining a service-oriented mindset

Benefits

Comp & perks

Comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k)
Annual cash bonus