Senior Advisor Development Manager
New
F
Focus Financial PartnersFinancial Services
St. Louis, MO; RemoteFull-TimeSenior
Salary$100,000-$125,000
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Job Details
- Experience
- 5+ years
- Required Skills
- Project ManagementClient relationship management
Requirements
- 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.
Responsibilities
- 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.
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