Director, Practice Optimisation Lead
Core
Design and lead a practice optimisation proposition to help financial advice businesses improve productivity, profitability, and scalability through consulting, frameworks, and thought leadership.
Role type
Senior client-facing strategy and consulting lead
Builds
Differentiated value-add services, adviser-focused frameworks, and a 'Train the Trainer' program for sales teams
Domain
Financial advice industry + practice management consulting
Deliverable
product features
Required skills
Commercial acumen, consulting capability, thought leadership, M&A experience, investment philosophy design, pricing strategy, business scalability planning, executive presentation
Preferred skills
Consulting to financial advice businesses, industry thought leadership credentials, professional financial planning qualifications
Technologies
N/A
Responsibilities
Design and implement the practice optimisation proposition; Provide strategic guidance on client value propositions, investment frameworks, pricing, and scalability; Represent Morningstar at industry conferences and forums; Develop thought leadership content; Design and deliver the 'Train the Trainer' program for sales teams
Seniority
Senior, hands-on IC with strategic scope