Practice Development Officer

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

Benefits offered by this job

Health, dental, and vision – day 1

401(k) savings with 4% match

Flexible PTO

Parental Leave

Financial assistance for education

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Practice Development Officer to support growth and execution across wealth management practices in the U.S. This role drives client acquisition, relationship management, and marketing initiatives while ensuring operational effectiveness and regulatory alignment.

Ideal candidates have a strong financial background, leadership skills, and the ability to translate data into strategic growth plans. Travel up to 20% is required.

Qualifications

• Bachelor’s degree in a related field.
• 10+ years in wealth management or related roles.
• Strong understanding of wealth management models and client relationships.
• Ability to develop and execute strategic business plans.
• Strong organizational and project management skills.
• Experience in marketing, client acquisition and lead generation.
• Knowledge of HR policies and employee relations is a plus.
• Excellent leadership and communication of complex financial data.
• Ability to analyze data and trends to guide decisions.
• Proficiency with CRM, marketing tools and financial planning software.
• Willingness to travel up to 20%.

Responsibilities

• Cultivate trusted relationships with practices and develop growth plans.
• Develop and execute client acquisition, retention and revenue strategies.
• Facilitate lead flow and optimize internal processes.
• Provide guidance on P&L performance and market trends.
• Onboard and train new advisory personnel.
• Maintain practice reporting and key performance metrics.
• Support onboarding of new practices and integration with offerings.
• Ensure adherence to firm policies and regulatory requirements.

Skills

Relationship building

Strategic planning

Leadership

Communication

Analytical thinking

Project management

Marketing & lead generation

Travel readiness

Education

Bachelor’s degree

Tools

CRM systems

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 Responsibilities Practice Development, Relationship Management and Growth Support:

Cultivate strong and trusted relationships with practices. 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 colleague 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 development, 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 knowledge 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 software
• Ability 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 environment
• Ability to work collaboratively in a group setting, taking and delivering feedback constructively.

Compensation Range: $200,000 - $225,000

Why 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% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity 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.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well‑being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people.Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.