Director, Advisory Team Leadership

The Director of Advisory Leadership Team acts as a strategic business partner to Wealth Advisors and their teams across regions, driving the delivery of annual business planning processes to establish foundational consistency, set goals, and define accountabilities. The Director of Advisory Team Leadership plays a crucial role in achieving net organic growth targets and fostering the development of our advisory teams, aligning their goals with the firm’s strategic objectives. This is a crucial role to ensure we are a trusted fiduciary for clients through the seamless execution of advisory led experiences within Buckingham’s Design Build Protect and evidence-based investment and planning framework.  

Essential Job Roles and Responsibilities:

• Collaborate with the Managing Director and President to align on firm-level goals and priorities.
• Oversee strategic priorities and projects as assigned by the President.
• Participate in the annual budget planning process for regional advisory teams, ensuring financial resource accountability.
• Champion regional growth initiatives to meet objectives set by the President and the Board.
• Execute and deliver business plans to regional advisory teams, including tracking of OKRs and annual goals.
• Develop action plans for consultative practice management approaches, promoting continuous advisor development.
• Facilitate transition and succession planning alongside Transition Advisors for regional teams.
• Collaborate with the Onboarding and Integration team and the Transactions team to ensure smooth transitions for new to firm firms.
• Conduct regular meetings with Wealth Advisors for personal goal tracking, along with assessment that the advisory team is progressing towards stated goals and objectives.
• Work directly with the Manager in the region on decision making around assessment of Associate Wealth Advisors for advancement and promotion on an annual basis. 
• Partner with the Manage on new hire decisions for advisory teams where careful analysis has been completed for capacity, transition, and/or growth. 
• Engage with the Manager and Client Service Manager within the region on a regular basis to understand, facilitate, and communicate around needs of advisory team for service and operations support to ensure optimal efficiency.
• Engage in community initiatives to enhance advisor experiences and ensure alignment with firm-level communication, OKRs, goals, and priorities.
• Utilize advanced problem-solving skills to remove barriers for advisors, enabling optimal client service and performance.
• Cultivate a culture that reflects the firm's values, ensuring they are embraced within the advisory community.
• Identify and escalate risk and personnel issues with transparency, in a timely manner and in accordance with Company policies and procedures and partner with HR and Compliance as necessary.

Required Skills and Qualifications:

• Proven leadership experience of at least 5 years in financial services or wealth management.
• Bachelors Degree.
• CFT, preferred. 
• Strong business acumen and ability to strategize and implement high-level business plans.
• Excellent and timely communication and interpersonal skills, with the ability to engage and collaborate with all levels of management and support teams.
• Experience in budget management, strategic planning, and team development.
• Ability to solve complex problems, manage projects, and drive results in a dynamic environment.
• Commitment to fostering a diverse and inclusive workplace.
• Proactively anticipate issues and promote problem resolution.
• Ability to travel 25-30%.
• Mountain or Pacific Time Zone, preferred. 

Buckingham’s Compensation and Benefits

This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.

Buckingham employs more than 600 associates in over 50 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.

Buckingham’s Awards & Accolades

• Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
• Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
• Top RIA Firms, Forbes, 2022 
• Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017 
• Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
• Top Registered Investment Advisers, Financial Times, 2020, 2019
• Top Grower in Missouri in 2022, Citywire RIA
• No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List