Asst Dir Practice Management

Primary Duties & Responsibilities

• Lead the development and execution of practice management priorities that support advisors and their teams.
• Translate business needs into practical, scalable solutions and drive work forward through collaboration, sound judgment and strong execution.
• Consult with field leaders, career advisors, ensemble practices, and their teams to identify opportunities that improve business performance and advisor/firm outcomes.
• Help mature and support practice management priorities and ongoing programs.
• Serve as a subject matter expert and thought partner on practice management trends, business needs, and field-facing solutions.
• Partner across the enterprise to align strategy, influence direction, and build support for practice management initiatives.

Qualifications

• Bachelor's degree in business, finance, marketing or related field or an equivalent professional experience.
• Minimum ten years of progressive experience in financial services, business consulting, practice management working in a management or consulting capacity.
• Demonstrated ability to successfully manage multiple projects and to solve complex business problems in a dynamic environment.
• Deep understanding of advisor business models, the distribution system and the factors that drive growth, operational efficiencies, profitability and continuity.
• Proven ability to lead through influence, build credibility quickly and establish strong relationships across field and home office audiences.
• Strong strategic thinking, communication and problem-solving skills, with the ability to turn complex business needs into clear direction and actionable solutions.

Compensation

Pay Range - Start: $118,960.00
Pay Range - End: $178,440.00
Structure: 110 Geographic Specific Pay Structure

Benefits

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process.

The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Skills

• Continuous Improvement (NM) - Intermediate
• Customer Centricity (NM) - Advanced
• Organization (NM) - Advanced
• Root Cause Analysis & Decision Quality (NM) - Advanced
• Project Management (NM) - Advanced
• Field Relations (NM) - Advanced
• Field Advocacy (NM) - Advanced
• Thought Leadership (NM) - Intermediate
• Consulting (NM) - Advanced
• Adaptive Communication (NM) - Advanced
• Problem Management (NM) - Advanced
• Solution Development (NM) - Advanced
• Change Management (NM) - Advanced
• End-User Advocacy (NM) - Advanced
• Learning Agility & Critical Thinking (NM) - Advanced
• Interpersonal Savvy (NM) - Advanced
• Customer Service Mindset (NM) - Advanced