Practice Business Manager - Burlington, VT
Core
Leads the management of overall growth for a Financial Advisor team or Branch practice, ensuring operational compliance and driving revenue.
Role type
Senior IC practice business manager (financial services)
Builds
Financial Advisor teams and branch practices
Domain
Financial services / Wealth management
Required skills
Strategic planning, expense control, client experience management, complex problem resolution, business development, recruiting, training coordination, relationship management, sales goal support
Preferred skills
Investment concepts, securities industry regulations, business development in financial services, financial markets knowledge
Technologies
Office equipment, required software applications, spreadsheets, databases
Responsibilities
Develop and execute strategic plans to monitor expenses and facilitate revenue growth; Lead delivery of client experience by managing administrative procedures; Coordinate branch-home office workflow; Source and develop new Financial Advisor affiliations; Prepare payout analyses and generate proposals for prospects; Oversee transition processes for new affiliates; Create business development strategies and maintain referral sources.
Seniority
Mid-level, hands-on IC
