Director, Practice Management Strategy and Enablement

Responsibilities

• Drive the development and evolution of practice management strategy and implementation to help planners build successful practices.
• Collaborate with cross-functional leadership teams to ensure alignment with training needs, software, systems, and tools used in Practice Management and client relationship management, with a specific focus on Salesforce and related platforms.
• Partner with the Regional Directors & Advisors to develop business plans & action steps designed to achieve & surpass the KPIs.
• Align practice management principles with overall firm objectives to enable seamless integration and improved strategic outcomes.
• Lead organizational change efforts that improve planner adoption of new systems, processes, and client-experience frameworks across Wealth Planning.
• Build and deliver scalable, beneficial frameworks and processes for planning teams.
• Utilize a consultative approach to deeply understand the needs of our planners, building trust and winning their hearts and minds.
• Serve as a thought leader in client experience, supporting and enhancing client relationship management strategies across planners, Client Service Associates, and the Engagement Center.
• Size, evaluate, and lead critical initiatives; report progress and insights to the cross-functional leadership team.
• Curate and develop retail go-to-market (GTM) strategy initiatives and materials.
• Streamline planner activities, improve operational efficiency, and standardize best practices based on planner segment needs.
• Build confidence and trust with the planner community through consistent partnership and enablement.
• Develop and facilitate workshops, planner offsites, and enablement events that strengthen consistency, planner capability, and client-experience outcomes.

Requirements

• Bachelor’s Degree required.
• Minimum of 10 years of experience in financial services, wealth management, investments, or capital markets.
• 5+ years of experience in coaching & developing Sales professionals.
• Strong background evaluating complex business problems and opportunities and presenting concise recommendations to leadership.
• Proven ability to work effectively at all levels of the organization.
• Exceptional analytical skills and proven ability to lead through ambiguity.
• Excellent written and verbal communication skills, with the ability to influence without authority.
• Advanced proficiency in Microsoft Office applications (Excel, Word, PowerPoint, etc.).
• Demonstrated success working under tight timeframes and in fast-paced environments; experience with Agile development is preferred.
• Ability to effectively partner with internal and external stakeholders.
• CFP® Certification preferred.
• Willingness to travel 25-50%.

Benefits

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $133,000 - $177,400. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.