Director of AI-Driven Practice Management & Growth

Concurrent; Tampa (FL); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

401(k) matching

Dental Insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Equity

Job summary

Concurrent in Tampa, FL seeks a Director, Practice Management who will drive operational efficiency, growth, and AI-driven strategies for independent financial advisory firms. The role combines strategic leadership with hands-on program management and cross-functional collaboration with marketing, operations, and technology teams.

The ideal candidate has a strong background in practice management, technology implementation, and business development, with hands-on experience utilizing AI at both

Qualifications

• Bachelor's degree required; Finance, Economics, or related area of study preferred.
• 3+ years of experience in practice management for independent financial advisory firms.
• Experience implementing AI solutions and technology in advisory environments.

Responsibilities

• Lead initiatives to improve operational efficiency across financial advisory practices.
• Develop and implement growth strategies for independent advisory firms.
• Oversee implementation of technology solutions: CRM, financial planning tools, back-office processes.
• Provide ongoing practice management support and best-practices integration.
• Design and implement group coaching and consulting programs for advisors.

Skills

Project management

Cross-functional leadership

AI integration

Strategic thinking

Communication

Education

Bachelor's degree in Finance/Economics

Tools

CRM systems

Job description

Concurrent in Tampa, FL seeks a Director, Practice Management who will drive operational efficiency, growth, and AI-driven strategies for independent financial advisory firms. The role combines strategic leadership with hands-on program management and cross-functional collaboration with marketing, operations, and technology teams.

The ideal candidate has a strong background in practice management, technology implementation, and business development, with hands-on experience utilizing AI at both