The Practice Management Consultant will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.
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 advisors.
- Communicate 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
- 10+ years broad business experience, preferably 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®