Wealth Practice Growth & Relationship Leader

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

Benefits offered by this job

Health, dental, and vision insurance

4% 401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Inclusive culture

Job summary

Cerity Partners is seeking a Practice Development Officer to grow wealth management practices by expanding new business, strengthening client relationships, and driving marketing and operational excellence within a dynamic environment.

The role partners with practice leaders to craft growth plans, optimize client acquisition, retention, and revenue, while mentoring advisory staff and ensuring regulatory compliance. A senior candidate with a track record in wealth management is preferred.

Qualifications

• Bachelor’s degree in a related field.
• 10+ years in wealth management, business development, or related roles.
• Strong understanding of investment advisory models and client relationships.
• 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 is a plus.
• Strong leadership and ability to guide practices toward goals.
• Ability to communicate complex financial data in clear terms.
• Ability to analyze data and industry trends to drive decisions.

Responsibilities

• Cultivate strong relationships with practices.
• Develop and document clear growth plans.
• Execute strategies for client acquisition, retention and revenue growth.
• Facilitate lead flow and optimize internal processes.
• Provide guidance on profitability, market trends, and opportunities.
• Support onboarding and training of advisory personnel.
• Ensure adherence to policies and regulatory requirements.

Skills

Wealth management

Business development

Strategic planning

Project management

CRM systems

Marketing strategies

Data analysis

Communication

Leadership

Client relationships

Education

Bachelor's degree

Tools

Salesforce

Marketing automation

Financial planning software

Data visualization tools

Job description

Cerity Partners is seeking a Practice Development Officer to grow wealth management practices by expanding new business, strengthening client relationships, and driving marketing and operational excellence within a dynamic environment.

The role partners with practice leaders to craft growth plans, optimize client acquisition, retention, and revenue, while mentoring advisory staff and ensuring regulatory compliance. A senior candidate with a track record in wealth management is preferred.