Wealth Practice Leader & Operations Architect

Family Legacy Wealth Partners; Detroit (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

Family Legacy Wealth Partners in Plymouth, MI is seeking a Practice Manager/Practice Development Manager to partner with the CEO and elevate operations, client experience, and growth.

You will lead strategic initiatives, oversee daily office functions, manage resources and vendor relationships, and ensure compliance while turning ideas into actionable plans with minimal oversight. This is a leadership role in a growing advisory practice.

Qualifications

• 7+ years in financial or professional services operations management.
• Experience in office administration and workflows.
• Familiarity with compliance in regulated industries.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Serve as trusted strategic partner to CEO translating vision into priorities.
• Lead major business initiatives, planning rhythms, and accountability.
• Manage office administration, vendors, and expenses.
• Improve workflows, systems, and reporting across the practice.
• Coordinate marketing content and client communications through compliance.
• Support compliance oversight and governance.
• Oversee growth efforts including events and partnerships.

Skills

Strategic leadership

Strong communication

CRM proficiency

Office productivity tools

Process improvement

Education

Bachelor's degree in business

Tools

CRM systems

Job description

Family Legacy Wealth Partners in Plymouth, MI is seeking a Practice Manager/Practice Development Manager to partner with the CEO and elevate operations, client experience, and growth.

You will lead strategic initiatives, oversee daily office functions, manage resources and vendor relationships, and ensure compliance while turning ideas into actionable plans with minimal oversight. This is a leadership role in a growing advisory practice.