Wealth Practice Growth Architect

Cerity Partners; Los Angeles (CA); On-site; USD 225,000 - 250,000; Full time

Benefits offered by this job

Health, dental, and vision insurance (

4% 401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Practice Development Officer to advance wealth management and specialty practices. You will drive growth through client acquisition, strategic planning, and marketing collaboration while ensuring operational efficiency.

It is a senior, client-facing role requiring deep knowledge of wealth management, strong leadership, and the ability to translate data into actionable plans. The role involves travel up to 20% and working in our Los Angeles area offices.

Qualifications

• Bachelor’s degree or equivalent in finance, business, or marketing.
• 10+ years of experience in wealth management, business development or practice management.
• Strong understanding of investment advisory models, products, and client management best practices.
• Ability to develop and execute strategic business plans.
• Excellent organizational and project management skills.
• Experience in marketing, client acquisition, and lead generation.
• Knowledge of HR policies and employee relations a plus.
• Excellent communication, leadership and collaboration skills.
• Ability to analyze data and industry trends to drive decisions.
• Proficiency in CRM systems, marketing tools, and financial planning software.
• Willingness to travel up to 20%.

Responsibilities

• Cultivate strong, trusted relationships with practice leaders.
• Develop and execute strategies for client acquisition, retention, and revenue growth.
• Facilitate lead flow and uncover opportunities within growing practices.
• Coordinate with marketing to produce client communications and thought leadership.
• Assist with onboarding and development of advisory personnel.
• Help implement operational improvements and practice reporting and KPIs.
• Support onboarding and ramp-up of new practices with firm offerings.

Skills

Strategic planning

Business development

Client acquisition

Lead generation

Project management

Leadership

Communication skills

Data analysis

Industry knowledge

Education

Bachelor’s degree in finance, business administration, marketing, or related field

Tools

CRM systems

Marketing tools

Financial planning software

Job description

Cerity Partners is seeking a Practice Development Officer to advance wealth management and specialty practices. You will drive growth through client acquisition, strategic planning, and marketing collaboration while ensuring operational efficiency.

It is a senior, client-facing role requiring deep knowledge of wealth management, strong leadership, and the ability to translate data into actionable plans. The role involves travel up to 20% and working in our Los Angeles area offices.