Manager Practice Management
Core
Bridge between enablement and day-to-day execution to ensure advisors adopt Fidelity Wealth's processes, tools, and best practices.
Role type
Manager, Practice Management
Builds
Sustainable advisor behavior and scalable business practices for Fidelity Wealth Advisors and Relationship Managers
Domain
Canadian Wealth Management / Financial Services Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Process orientation, operational discipline, talent development, team building, performance management, change management, regulatory compliance knowledge, workflow simplification
Preferred skills
CFP designation, experience in training or practice management, familiarity with advisor technology platforms
Technologies
Advisor technology platforms, firm systems
Responsibilities
Partner with advisors to reinforce operational processes and tools; Monitor trends to identify systemic improvement opportunities; Build and lead a high-performing team of facilitators; Conduct coaching, performance reviews, and talent management strategies; Act as feedback loop between advisors and Enablement team
Seniority
Manager, hands-on leadership