Wealth Practice Growth Lead

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

Benefits offered by this job

Health, dental, and vision insurance (

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Ceritiy Partners is seeking a Practice Development Officer in Los Angeles, CA to grow wealth management practices. You will drive client acquisition, retention, and revenue growth, while improving operations and onboarding new advisory staff.

You will collaborate with practices to document strategic growth plans, leverage marketing capabilities, and manage lead flow to maximize profitability and client experience. A strong financial background and leadership are essential.

Qualifications

• Bachelor's degree in a related field.
• 10+ years in wealth management, business development, or a related role.
• Strong understanding of investment advisory models and client relationships.
• Ability to develop and execute strategic business plans.
• Excellent leadership and project management skills.
• Experience in marketing, client acquisition, and lead generation.
• Travel up to 20%.

Responsibilities

• Develop growth plans with practices for client acquisition and revenue growth.
• Facilitate onboarding and training of new advisory personnel.
• Provide guidance on performance management and development.
• Identify operational improvements and ensure policy compliance.
• Communicate resources and metrics to advisors and leadership.
• Support practice integration and cross-functional collaboration.

Skills

Relationship management

Growth strategy

Marketing

Lead generation

CRM systems

Finance software

Education

Bachelor's degree

Tools

CRM systems

Marketing tools

Financial planning software

Job description

Ceritiy Partners is seeking a Practice Development Officer in Los Angeles, CA to grow wealth management practices. You will drive client acquisition, retention, and revenue growth, while improving operations and onboarding new advisory staff.

You will collaborate with practices to document strategic growth plans, leverage marketing capabilities, and manage lead flow to maximize profitability and client experience. A strong financial background and leadership are essential.