Job Responsibilities:

Recruit, train, and manage performance of  Practice Management Consultants

Create strategic partnerships with Wealth Management market leadership  to drive initiatives and achieve business goals

Ensure that PMCs are consistently delivering on their goals and objectives:

Deliver key practice management concepts and tools to financial advisors and field leadershipServe as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possibleDeliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updatesOperate as  subject matter expert on the Practice Management tools, products and capabilities Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives

 Required qualifications, skills, and capabilities:

7+ years broad business and sales experience in the wealth management industry5+ years direct management experience including performance evaluation, team development and escalation responseProven leadership experience and ability to effectively partner with othersFoundational knowledge in a goals-based approach to investingDeep investment and product knowledge, and the ability to articulate complex investment ideasExperience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planningExceptional written skills and strong executive communications experienceSeries 7, Series 66 required

Preferred qualifications, skills, and capabilities: 

CFP preferred