Practice Development Officer

Cerity-Partners; San Francisco (CA); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Parental Leave

Educational assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Practice Development Officer to drive growth and operational excellence across wealth management practices. You will build trusted relationships, design actionable growth plans, and lead strategies for client acquisition, retention, and revenue expansion.

You will collaborate with internal teams on onboarding, performance guidance, and process improvements, while helping practices align with firm policies and regulatory standards.

Qualifications

• Bachelor’s degree and 10+ years in wealth management or related role.
• Strong knowledge of investment advisory models and client relationships.
• Ability to develop and execute strategic business plans.
• Excellent organizational and project management skills.
• Experience in marketing, client acquisition, and lead generation.
• Understanding of risk, HR policies, and employee relations is a plus.
• Willingness to travel up to 20%.

Responsibilities

• Cultivate strong, trusted relationships with practices and drive growth.
• Develop and document clear, actionable growth plans with practices.
• Lead client acquisition, retention, and revenue growth strategies within practices.
• Facilitate lead flow by developing strategies to uncover opportunities and optimize processes.
• Provide guidance on P&L, market trends, and new practice investments.
• Support onboarding and training of advisory personnel; guide performance and development.
• Maintain and improve practice reporting and KPIs for client acquisition, retention, and revenue growth.

Skills

Relationship management

Strategic planning

Project management

Communication of complex financials

Data analysis

CRM systems

Marketing / lead generation

Financial planning software

Education

Bachelor’s degree

Tools

CRM software

Marketing tools

Financial planning software

Job description

Position Summary:The Practice Development Officer will be responsible for supporting the growth and operational success of wealth management practices at Cerity Partners. This includes facilitating new business opportunities, enhancing existing client relationships, driving marketing initiatives, and ensuring operational effectiveness. The role requires a strategic liaison with demonstrated expertise in client, colleague, and operational success as well as a strong financial background to uncover and unlock opportunities across our growing firm.Primary ResponsibilitiesPractice Development, Relationship Management and Growth Support :Cultivate strong and trusted relationships with practice s.Work closely with practices to develop and document a clear and actionable growth plan.Work closely with practices to develop and execute strategies for client acquisition, retention and revenue growth within the practice.Facilitate lead flow by developing and implementing strategies to uncover new opportunities within unique and growing practices, optimizing internal processes and identifying potential client opportunities.Leverage central lead development capabilities to develop new lead flow for practices.Provide suggestions on P&L Performance, market trends, and new practice investment opportunities.People and Practice Development:Help facilitate with internal groups the onboarding and training of new advisory personnel.Provide ongoing guidance on colleagu e relations, performance management, and professional development.Operational Support, Reporting and Strategic Initiatives:Help practices adhere to firm policies, regulatory requirements, and best practices to increase the efficiency and productivity of the practice.Work with shared services to identify and implement operational improvements that enhance practice efficiency.Communicate operational support resources and efficiency improvements to advisors, ensuring adoption in a way that enhances the client experience.Help maintain and build internal practice reporting and tracking of key performance metrics related to client acquisition, retention, and revenue growth within the practice.Practice Integration:Support the onboarding and ramp up of new practices, ensuring they are well-versed in the firm's wealth management, central solutions and specialty practice offerings and client service standards.Foster a culture of continuous growth and optimization within practices.Required Skills & Qualifications:Bachelor’s degree .10+ years of experience in wealth management, business development, practice develop ment, or a related role.Strong understanding of investment advisory business models, financial products, wealth management principles, client relationship management, and industry best practices.Ability to develop and execute strategic business plans.Strong organizational and project management skills.Experience in marketing, client acquisition strategies, and lead generation.Deep k nowledge of control-side risk considerations, human resources policies, hiring best practices, and employee relations is a plus.Excellent leadership skills, with the ability to guide practices toward shared goals.Ability to communicate complex financial data and concepts in layman’s terms .Ability to analyze data and industry trends to drive strategic decisions.Proficiency in CRM systems, marketing tools, and financial planning softwareAbility to travel up to 20%Preferred Qualifications:Experienced Wealth Advisor to high-net-worth clients.Familiarity with regulatory requirements and compliance in wealth management.Personal Attributes:Client-focused and goal-oriented.High level of emotional intelligence, professionalism, integrity, and ethical standards.Strong analytical and problem-solving abilities.Adaptable and proactive in a fast-paced environmentAbility to work collaboratively in a group setting, taking and delivering feedback constructively.Compensation Range:$200,000 - $225,000Why Cerity Partners :Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:Health, dental, and vision insurance – day 1!401(k) savings and investment plan options with 4% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.