Practice Management Consultant - Wealth Management

Position Summary

Key Responsibilities

Qualifications

Benefits

• Training & Education

  • Build, own, and run a formal onboarding and training program for all core business lines within Wealth (Advisor, Wealth Select, Planning, Portfolio Management)
  • Partner with leadership to design and implement career development roadmaps, identify growth opportunities, and support advancement strategies across all job families within Wealth Management
  • Design and deliver workshops, webinars, and group sessions on practice management topics
  • Develop and curate training materials, playbooks, and client-facing resources tailored to advisor needs and firm initiatives
  • Foster collaboration and shared learning across teams, acting as a resource for ongoing professional development

• Client Material Curation

  • Lead the creation, review, and continuous improvement of client-facing content and presentations
  • Leverage Salesforce to document and track client touchpoints, measure engagement success, and provide actionable insights to enhance client interactions
  • Curate and maintain a library of best-in-class materials to support advisors in client meetings, events, and campaigns through Seismic

• Product Management for New/Existing Systems & Initiatives

  • Conduct thorough reviews of existing platforms and proposed enhancements
  • Provide well-reasoned recommendations for system changes or upgrades
  • Partner with stakeholders to develop and deliver training programs that promote understanding and adoption of new or updated systems
  • Work closely with operations, compliance, and service teams to streamline workflows and ensure successful implementation of initiatives

• Relationship Management

  • Build strong relationships across advisor teams, support staff, and bank partners
  • Serve as a resource for advisors preparing for client meetings, events, and campaigns

• Licensed Banker Program Oversight

  • Develop and deliver training programs to strengthen licensed banker skills and drive performance
  • Manage onboarding and inclusion processes for new licensed bankers
  • Work with compliance to facilitate exam registration and licensing steps
  • Maintain accurate records and support timely completion
  • Monitor licensed banker production and performance metrics, providing insights and recommendations for improvement
  • Continuously enhance the program by incorporating feedback, best practices, and industry developments
  • Manage program compensation oversight

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products