Practice Manager

The Well; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) plan

PTO

Other perks

Job summary

The Well is seeking a Practice Manager to run the operations side of an advisor team in a remote, nationwide role. You’ll lead onboarding, client experience, and coaching while partnering with leadership on performance metrics and talent development.

Ideal candidates have 3+ years leading financial advisors in a sales leadership role, current operations experience, Series 65 and Life/Health licenses, and strong communication skills to coach and motivate a high-performing team.

Qualifications

• 3+ years leading financial advisors in a sales leadership role.
• Current operations experience or desire to move into operations.
• Series 65 and Life, Accident and Health licenses.
• Strong communication and coaching skills.

Responsibilities

• Run the operating side of an advisor team from onboarding to client experience.
• Develop talent by training and coaching associate advisors.
• Partner with leadership on team performance, including VP of Sales involvement.
• Own the numbers with scorecards, pipeline tracking, and quarterly team health reviews.

Skills

Lead financial advisors

Operations experience

Series 65 & Life/Health

Strong communication

Job description

Practice Manager / Operations
Manager - Independent Wealth Management

Location: Remote
Compensation: $90K - $120K base + 10% KPI-based bonus + benefits
We’re hiring a Practice Manager on behalf of our client - a growing independent wealth management firm based in Philadelphia.
They’re a nationally recognized, multi-office advisory firm helping retirees and pre-retirees with retirement income, tax, and estate planning. If you’ve led financial advisors for 3+ years and you’re ready to build the engine behind a high-performing advisor team, we want to talk.

Why this role?

• Run the operating side of an advisor team, from onboarding to client experience
• Develop talent by training and coaching associate advisors
• Partner with leadership, including the VP of Sales, on team performance
• Own the numbers with scorecards, pipeline tracking, and quarterly team health reviews
• Join a firm with an award-winning, people-first culture

What You Bring

• 3+ years leading financial advisors in a sales leadership role
• Current operations experience, or a clear desire to move into operations
• Series 65 and Life, Accident and Health licenses
• Strong communication and coaching skills

What We Offer

• $90,000 - $120,000 base salary
• 10% target bonus based on KPIs
• Health, dental, vision [confirm start timing]
• 401(k) + PTO + other perks [confirm details]