Practice Development Officer
Core
Support the growth and operational success of wealth management and specialty practices by facilitating new business, enhancing client relationships, and driving marketing initiatives.
Role type
Senior IC practice development officer
Builds
Wealth management practices and specialty practice units
Domain
Wealth management / Financial services
Required skills
Strategic business planning, client relationship management, market research, P&L analysis, business plan development, hiring facilitation, operational process optimization, CRM proficiency, financial planning software, data analysis
Preferred skills
High-net-worth client advisory experience, regulatory compliance knowledge
Technologies
CRM systems, marketing tools, financial planning software
Responsibilities
Cultivate relationships with practice leaders, develop strategies for client acquisition and revenue growth, research market trends and competitor strategies, create marketing materials and client communication campaigns, assist with hiring and onboarding of advisory personnel, implement operational improvements and compliance policies, track key performance metrics
Seniority
Senior, hands-on IC