Practice Management-Program Manager
About the role
The Practice Management Program Manager is responsible for developing, delivering core modules (i.e. Orientation Meeting) and maintaining existing practice management curriculum for new and existing Financial Center (FC) owners, FC and independent financial professionals.
The purpose of this curriculum is to help small and mid-level Financial Centers transition from a sole practitioner business to a sustainable, growth practice to achieve maximum enterprise value and for financial professionals to improve productivity, efficiency, and consistency within their practices.
The curriculum and instructional materials include a variety of formats such as manuals, quick reference guides, articles, online courses, videos, and presentations.
Responsibilities
- Analyze practice management needs and design effective instructional materials to meet those needs.
- Work closely with sales, recruiting and marketing to ensure alignment with business goals.
- Develop, deliver, and facilitate training sessions for financial professionals and FC owners.
- Collaborate with internal teams to enhance the effectiveness of practice management programs.
Requirements
- Business acumen in financial services and/or practice management.
- Experience as a former educator, trainer, or business owner.
- A passion for developing, delivering, and/or facilitating training sessions.
- Ability to work effectively with a diverse group of business owners.
Qualifications
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite.
Skills
- Curriculum development and instructional design.
- Training facilitation and delivery.
- Project management and time management.
- Collaborative problem-solving and teamwork.
Benefits
Not specified.
Pay
TBD
Schedule
TBD