Practice Development Officer
Core
Support the growth and operational success of wealth management practices by facilitating new business opportunities, enhancing client relationships, and driving marketing initiatives.
Role type
Senior Practice Development Officer
Builds
Wealth management practices and their revenue growth
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Strategic business planning, client acquisition strategies, lead generation, P&L analysis, operational process improvement, performance management, regulatory compliance knowledge, CRM proficiency, financial planning software expertise
Preferred skills
High-net-worth client advisory experience, regulatory compliance familiarity
Responsibilities
Develop actionable growth plans for practices, execute strategies for client acquisition and retention, facilitate lead flow and optimize internal processes, guide onboarding and training of new advisory personnel, implement operational improvements to enhance efficiency, maintain practice reporting and track key performance metrics
Seniority
Senior, hands-on IC
