Vice President, Practice Management
Core
Senior leadership role establishing and executing national strategy for advisor productivity, practice management, and growth across the Wealth Advisory Group.
Role type
Senior leadership VP of Practice Management
Builds
Scalable practice management frameworks, business development initiatives, and advisor coaching strategies
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Wealth management expertise, commercial acumen, strategic leadership, team mentorship, cross-functional collaboration, business development, performance analysis, change management
Preferred skills
Influence across regions, advisor recruitment experience, technology adoption advocacy
Technologies
Practice management tools, digital enablement platforms
Responsibilities
Develop and execute national advisor practice management strategy; Build and lead comprehensive practice management platform; Support establishment of KPIs and benchmarks for advisor success; Lead, mentor, and develop high-performing practice management team; Partner with business development leaders on advisor recruitment; Champion technology adoption to improve advisor and client experiences
Seniority
Executive, strategic leadership & mentorship