As part of the highly visible Advisor Growth Program team, you'll play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver solutions that empower advisors to strengthen client relationships and achieve success.

 

This team provides practice management coaching and consultations with experienced financial advisors in one-on-one, small group and large workshop settings, identifying areas of opportunity for growth within their books of business and helping them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a foundational cornerstone of the practice, developing teaming arrangements, utilizing business development accounts for marketing and client events, cultivating organic referrals, growing center of influence (COI) networks, implementing effective digital marketing strategies on LinkedIn, and enacting strategies for engaging next-gen/legacy client relationships. You will also consult with regional and market-level leadership, helping them to upskill and coach advisors on these practice management behaviors.

 

Job Summary
As a  Practice Management Consultant (PMC) for the Advisor Growth Program, you will spend every day supporting the development of Private Client Advisors through the delivery of Practice Management concepts and tools. The role involves fostering the growth of Private Client Advisors by providing them with management concepts and tools. You will demonstrate strategic thought leadership, share best practices, and use their understanding of management behaviors and analytical skills to make informed decisions. The ideal candidate is intellectually curious and skilled at promoting solutions across organizational boundaries.

 

Job Responsibilities

Oversee AGP Advisor Performance: Monitor and evaluate the performance of AGP advisors to ensure alignment with divisional goals.Coordinate Learning & Development Initiatives: Plan and implement learning and development programs to enhance the skills and capabilities of AGP advisorsCommunicate Program-Level Updates: Provide regular updates and reports on the AGP program to divisional leadership and other stakeholders.Facilitate Cross Functional Collaboration: Encourage and support collaboration between different functions within the division to enhance the development of AGP advisors.Support Strategic Planning for AGP Development: Contribute to the strategic planning process for the development and growth of AGP advisors within the division.Ensure Alignment with Divisional Objectives: Ensure that the development of AGP advisors aligns with the overall objectives and priorities of the division.Lead Communication Efforts for Program Updates: Lead efforts to communicate important program updates and changes to AGP advisors and divisional leadership.

Required Qualifications, Capabilities, and Skills

A minimum of 10+ years broad business experience, in the wealth management industry.Proven leadership experience and ability to effectively partner with others.Experience with practice management-related coaching, including business development, business management, and relationship management.Exceptional writing skills and strong executive communications experience.Strong presentation skills and ability to coach advisors to present effectively.Series 7, Series 66 required.

Preferred Qualifications, Capabilities, and Skills

CFP®