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Focus Partners Wealth

Lead Development Manager

Focus Partners Wealth

Lead Advisor Development Manager training Focus advisors and enhancing skills in the Client & Advisor Experience. Collaborating with leadership on learning resources for Advisor community

Posted 6/3/2026full-timeSt. Louis • Montana • 🇺🇸 United StatesSenior💰 $70,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact
  • Collaborate with Advisory Leadership and colleagues to identify core learning needs
  • Update and audit training programs
  • Review own work for accuracy
  • Track engagement and success of materials
  • Facilitate learning sessions for new advisors
  • Build relationships with internal subject matter experts

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
  • Strong organizational skills
  • Advanced written and verbal communication skills
  • Critical thinker
  • Ability to work autonomously

Benefits

Comp & perks
  • Annual cash bonus
  • Comprehensive benefits package
  • Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
organizational skillsadvanced written communication skillsadvanced verbal communication skillscritical thinkingability to work autonomously
Certifications
Bachelor’s degree