Lead Advisor, Development Manager

Focus Partners Wealth

Lead Advisor Development Manager responsible for developing learning experiences for Focus advisor associates. Working closely with Advisory Leadership to identify key learning needs and deliver resources.

Posted 4/24/2026full-time🇺🇸 United StatesSenior💰 $70,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Collaborate superbly with Advisory Leadership and colleagues across the firm to understand and identify core learning needs of the Advisor community
Update and audit training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging
Review their own work for accuracy using a keen eye for details to ensure quality and adherence to all necessary compliance and design standards
Track the engagement, success and relevance of materials and programs, making improvements and adjustments as needed
Willingness to facilitate weekly learning sessions for new-to-firm and new-to-role advisors in the community
Build relationships with internal subject matter experts and coordinate live-based and on-demand learning opportunities

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
Familiarity with WealthTech platforms such as Salesforce, Orion, MoneyGuide, eMoney, Holistiplan, or similar financial technology tools
Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role
Strong organizational skills with the ability to manage multiple requests and priorities simultaneously, and meet deadlines
Advanced written and verbal communication skills with a service-oriented mindset
Comfort working with technology platforms and learning new systems quickly
Critical thinker: able to understand core objectives and creatively solve for methods to achieve them
Deep understanding and appreciation of the advisory industry, with a continual mindset of what we can create to educate and inspire them
Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking environment

Benefits

Comp & perks

Comprehensive benefits package
Annual cash bonus
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

training program developmentcompliance standardsquality assurancefinancial technologyWealthTechSalesforceOrionMoneyGuideeMoneyHolistiplan

Soft Skills

collaborationorganizational skillscommunication skillsservice-oriented mindsetcritical thinkingrelationship buildingautonomyadaptabilityattention to detailtime management