Director, Practice Management, Corporate Wealth
Core
Designing and overseeing the end-to-end onboarding experience for new financial advisors and elevating the performance and operational excellence of existing advisor practices.
Role type
Senior leadership practice management director
Builds
Scalable practice management strategies and onboarding programs for the Investment and Wealth Advisory Group
Domain
Wealth management and financial services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Advisor onboarding strategy, practice management frameworks, business planning, client segmentation, sales strategy coaching, pipeline management, regulatory compliance knowledge, technology adoption, stakeholder collaboration
Preferred skills
MBA or advanced financial designation, experience in business transformation
Technologies
None explicitly stated
Responsibilities
Design and lead best-in-class onboarding programs for new advisors; Develop and implement comprehensive practice management programs; Coach advisors on sales strategies and pipeline management; Partner with Regional Managers to identify performance gaps and implement improvement strategies; Ensure advisor practices operate efficiently and in alignment with firm policies; Champion technology adoption to improve advisor and client experience
Seniority
Senior leadership, strategic oversight and execution