Wealth Practice Growth Lead

Cerity Partners; San Francisco (CA); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Health, dental, and vision insurance -

401(k) savings and investment plan 4%

Flexible PTO policy

Parental Leave

Financial assistance for advanced edu.

Community volunteer time

Commuter benefits

Job summary

Cerit y Partners is seeking a seasoned Practice Development Officer to drive growth and operational excellence across wealth management practices. You will cultivate client relationships, develop actionable growth plans, and orchestrate strategies for client acquisition, retention and revenue growth within the practices.

In this role you will lead onboarding and training of advisory personnel, monitor KPIs, and coordinate with shared services to boost efficiency while maintaining top-tier client

Qualifications

• Bachelor’s degree.
• 10+ years of experience in wealth management, business development, practice development, or a related role.
• Strong understanding of investment advisory business models, financial products, wealth management principles, client relationship management, and industry best practices.
• Ability to develop and execute strategic business plans.
• Strong organizational and project management skills.
• Experience in marketing, client acquisition strategies, and lead generation.
• Deep knowledge of control-side risk considerations, human resources policies, hiring best practices, and employee relations is a plus.
• Excellent leadership skills, with the ability to guide practices toward shared goals.
• Ability to communicate complex financial data and concepts in layman’s terms.
• Ability to analyze data and industry trends to drive strategic decisions.
• Proficiency in CRM systems, marketing tools, and financial planning software
• Ability to travel up to 20%

Responsibilities

• Practice Development, Relationship Management and Growth Support: cultivate strong relationships with practices.
• Develop and document clear growth plans with practices.
• Execute strategies for client acquisition, retention and revenue growth within the practice.
• Facilitate lead flow by implementing strategies to uncover new opportunities and optimize processes.
• Leverage central lead development to generate new lead flow for practices.
• Provide suggestions on P&L performance, market trends, and new investment opportunities.
• People and Practice Development: onboard and train new advisory personnel.
• Guidance on colleague relations, performance management, and professional development.
• Operational Support, Reporting and Strategic Initiatives: ensure compliance with policies and regulatory requirements; boost efficiency.
• Coordinate with shared services to implement operational improvements and improve client experience.
• Maintain internal practice reporting and tracking of KPIs related to client acquisition, retention, and revenue growth.
• Practice Integration: onboard and ramp new practices and align with wealth mgmt offerings and service standards.
• Foster a culture of continuous growth and optimization within practices.

Skills

Wealth management

Relationship management

Strategic planning

Leadership

Marketing

Lead generation

Data analysis

Communication

Project management

Team collaboration

Education

Bachelor’s degree

Tools

CRM systems

Marketing tools

Financial planning software

Job description

Cerit y Partners is seeking a seasoned Practice Development Officer to drive growth and operational excellence across wealth management practices. You will cultivate client relationships, develop actionable growth plans, and orchestrate strategies for client acquisition, retention and revenue growth within the practices.

In this role you will lead onboarding and training of advisory personnel, monitor KPIs, and coordinate with shared services to boost efficiency while maintaining top-tier client