Director, Practice Management

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

Department: Practice Synergies
Employment Type: Full Time
Location: Tampa, FL
Compensation: $110,000 - $130,000 / year

Description

The Director, Practice Management will play a pivotal role in driving operational efficiency, growth, and strategy within independent financial advisory firms with a particular focus on AI adoption and integration. The ideal candidate will possess a strong background in practice management, technology implementation, and business development, along with hands-on experience utilizing AI at both the corporate and advisory firm levels. This role will involve both strategic leadership and hands-on program management, focusing on developing group coaching and consulting programs designed to enhance practice management for independent financial advisors.

Responsibilities

Practice Management & Operational Efficiency

• Lead initiatives to improve operational efficiency across financial advisory practices.
• Develop and implement growth strategies for independent advisory firms, focusing on client acquisition, retention, and profitability.
• Oversee the implementation of technology solutions that improve firm-wide operations, including CRM systems, financial planning tools, and back-office processes.
• Provide ongoing practice management support, ensuring the integration of best practices for day-to-day operations.

Program Management & Development

• Design and implement group coaching and consulting programs aimed at improving practice management for financial advisory firms.
• Lead and manage program initiatives, including developing content, curriculum, and program materials that align with the needs of independent advisors.
• Work closely with internal stakeholders and external partners to refine program offerings and ensure alignment with firm goals.

AI Integration & Corporate-Level Strategy

• Utilize AI technologies to develop a training agent and coaching agent for financial advisory firms, enhancing advisor performance and practice management.
• Oversee the implementation and integration of AI solutions across both the corporate level and at the independent advisory firm level.
• Drive the use of AI tools within advisor offices to automate administrative tasks, enhance client experiences, and streamline business operations.
• Collaborate with the AI development team to ensure tools are user-friendly, effective, and meet the needs of financial advisors.

Leadership & Personnel Management

• Lead, manage, and mentor teams focused on practice management, AI integration, and program development.
• Work closely with cross-functional teams, including marketing, operations, and technology, to ensure alignment of practice management programs and AI tools with firm goals.
• Provide ongoing training and support to team members, empowering them to implement strategies that drive growth and operational success.

Business Planning & Strategy

• Collaborate with senior leadership to develop and implement strategic business plans that drive growth, profitability, and operational excellence.
• Use data-driven insights to assess and refine business strategies, ensuring alignment with both short-term and long-term firm goals.
• Support the firm’s leadership in identifying new opportunities for growth, market positioning, and client engagement.

Qualifications

• Bachelor's degree required. Finance, Economics, or related area of study preferred.
• 3 or more years of experience in practice management for independent financial advisory firms, with a proven track record of driving operational efficiency, growth, and technology implementation.
• Extensive experience in developing and implementing business plans, growth strategies, and technology solutions within the financial services industry.
• Strong understanding of the independent advisory firm ecosystem, including client management, back-office operations, and service delivery.
• Experience in program management, particularly in developing coaching and consulting programs for financial advisors.
• Demonstrated experience in implementing AI solutions at the corporate level or within independent financial advisory practices.
• Strong project management skills with the ability to lead cross-functional teams and manage multiple initiatives simultaneously.
• Deep knowledge of financial technology platforms, CRM systems, and practice management tools with a particular focus on how automation drives business growth.
• Expertise in AI and its applications within the financial services industry, particularly in enhancing advisor operational efficiency and advisor performance.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with senior leadership and advisory teams.
• Strategic thinking and problem-solving capabilities, with a focus on innovation and continuous improvement.
• Innovative thinking and a willingness to bring new ideas to the table.
• Ability to navigate complex situations with advisor teams with tact and confidence and flexibility to engage with various roles and skill levels within advisor offices.

Benefits

• 401(k) matching
• Dental Insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Equity