Remote Practice Manager - Wealth Management Operations Lead

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

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.