Business Manager
Core
Partner with Financial Advisors to develop, implement, and execute team business plans, ensuring alignment with growth objectives and firm priorities.
Role type
Business Manager supporting Financial Advisor teams
Builds
Wealth management business plans, practice financials, and client service strategies
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Business strategy execution, Practice financial management, Performance analytics, Client experience strategy, Team coordination, Product expertise, Risk management, Cross-functional collaboration
Preferred skills
Leadership abilities, Analytical skills, Process simplification, Coaching
Technologies
Reporting dashboards, Firm platforms
Responsibilities
Partner with Financial Advisors to develop and execute team business plans; Manage and track practice financials including revenue and budgeting; Analyze data to identify trends and business opportunities; Oversee execution of client service strategies; Coordinate team assignments and workflow; Ensure adherence to regulatory requirements and SAFE Act standards
Seniority
Mid-level, hands-on IC