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Benefits offered by this job
Health and Wellness benefits
401(k) retirement plan with matching contributions
Paid Time Off
Volunteer Time Off
Employee Assistance Program
Job summary
A leading financial services firm is seeking a Vice President, Head of Practice Management, to lead strategic innovations and enhance advisor success. This remote role requires a proven track record in financial services and practice management, with responsibilities including the creation of scalable platforms and leadership in advisor development. The position offers a competitive salary and robust benefits as part of a commitment to employee well-being.
Qualifications
10+ years of executive leadership in financial services.
Experience managing large-scale initiatives in cross-functional organizations.
Deep understanding of advisor business models and wealth platforms.
Responsibilities
Architect a next-generation practice-management strategy.
Design growth frameworks for profitability.
Champion collaboration across cross-functional teams.
Skills
Leadership
Communication
Financial Acumen
Strategic Mindset
Change Management
Team Design
Business Optimization
Education
Bachelor’s degree in business or related field
MBA or relevant graduate degree
Tools
Salesforce
Performance Dashboards
Job description
A leading financial services firm is seeking a Vice President, Head of Practice Management, to lead strategic innovations and enhance advisor success. This remote role requires a proven track record in financial services and practice management, with responsibilities including the creation of scalable platforms and leadership in advisor development. The position offers a competitive salary and robust benefits as part of a commitment to employee well-being.