Advisor Practice Management Consultant
Core
Deliver practice management learning programs, coaching, and consulting to top financial advisors and partner firms to help them grow and scale their practices.
Role type
Senior IC practice management consultant (financial services)
Builds
Practice management curricula, workshops, consulting workbooks, and guided learning experiences for financial advisors
Domain
Financial services / Wealth management / Practice management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Public speaking, consultative coaching, interactive facilitation, curriculum development, program tailoring, cross-functional collaboration, industry subject matter expertise
Preferred skills
Experience speaking about practice management topics, creativity in program design, ability to travel extensively
Technologies
None stated
Responsibilities
Deliver presentations, workshops, and consulting to top financial advisors and partner firm leadership; Represent Capital Group at broker dealer national and regional meetings; Moderate and consult at Capital Advisor Forum events, webinars, and podcasts; Develop new practice management program curricula and end-to-end resources; Collaborate with Strategic Relationship Managers to develop firm-tailored programs
Seniority
Senior, hands-on IC