Provide ongoing guidance on colleague relations, performance management, and professional development.
Operational Support, Reporting and Strategic Initiatives
Help practices adhere to firm policies, regulatory requirements, and best practices to increase the efficiency and productivity of the practice.
Work with shared services to identify and implement operational improvements that enhance practice efficiency.
Communicate operational support resources and efficiency improvements to advisors, ensuring adoption in a way that enhances the client experience.
Help maintain and build internal practice reporting and tracking of key performance metrics related to client acquisition, retention, and revenue growth within the practice.
Practice Integration
Support the onboarding and ramp up of new practices, ensuring they are well-versed in the firm's wealth management, central solutions and specialty practice offerings and client service standards.
Foster a culture of continuous growth and optimization within practices.
Required Skills & 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%
Preferred Qualifications
Experienced Wealth Advisor to high-net-worth clients.
Familiarity with regulatory requirements and compliance in wealth management.
Personal Attributes
Client-focused and goal-oriented.
High level of emotional intelligence, professionalism, integrity, and ethical standards.
Strong analytical and problem-solving abilities.
Adaptable and proactive in a fast-paced environment
Ability to work collaboratively in a group setting, taking and delivering feedback constructively.
Compensation Range
$200,000 - $225,000
Why Cerity Partners
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
