Practice Strategy, Associate/AVP
Core
Support the Practice Strategy team in helping Financial Advisors drive efficiency, effectiveness, and growth through program management, content development, and strategic initiatives.
Role type
Associate/AVP Practice Strategy (Program & Content Management)
Builds
Practice management programs, AI agents/automation solutions, podcast content, and advisor resources
Domain
Wealth Management / Financial Services
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Program/project management, content development, AI agent/automation building, data/metrics analysis, executive presentation creation, stakeholder coordination
Preferred skills
Wealth management experience, understanding of Financial Advisor Practice Management, podcast production
Technologies
AI agents, automation tools, content management systems
Responsibilities
Plan and manage Practice Strategy initiatives and timelines; develop program narratives and presentation content; conceptualize and build AI agents and automation solutions; produce and manage the Practice Strategy podcast; oversee content curation and governance; project manage strategic initiatives for target Financial Advisor populations.
Seniority
Mid-level IC (Associate/AVP)
