Practice Manager - Financial Services

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Job description

Practice Manager

Our Wealth Management practice is growing, and we are adding a newly created position of Practice Manager. This position is responsible for the day-to-day management of the practice, and works closely with all employees to manage tasks, improve systems, and ensure operational efficiencies that ultimately provide a positive culture and experience for employees and exceptional service to our clients.

This role is essential in helping the firm retain top employee talent by supporting a culture that emphasizes professional and personal development, career progression and recognition. This role is also instrumental in maintaining a positive and predictable environment through a focus on technology, task management, workflows, processes, and communication.

Management

• Oversee hiring, onboarding & training of all employees.
• Facilitate meetings by coordinating schedules and resources.
• Maintain and improve employee training and development process and procedures.
• Conduct regular 1-on-1s with individual team members and document performance, goals, expectations, and evaluations.
• Plan team events and manage firm-wide projects.

Compliance & Support

• Assure practice is operating compliantly.
• Support Financial Professional in gathering information for any required audits.
• Schedule projects, plans and appointments.
• Run client reports, maintain lists, and participate in communications.
• Maintain & manage Financial Professional's tasks, licenses, professional designations, fees, documents, and mail.

Qualifications

• Bachelor's degree preferred and minimum of five years' experience in the Financial Services industry.
• Demonstrated maturity and leadership experience with people and management experience with processes.
• Top notch skills: communication, interpersonal, organizational, decision making, analytical, planning.
• Take-charge gene, Roll up the sleeves style, Technology savvy, SOP/Systems driven

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental Pay:

• Bonus pay

Application Question(s):

• What is the greatest value or "special sauce" you bring to a new employer?

Experience:

• Management: 5 years (Required)
• Financial services: 5 years (Required)

Work Location: One location