Key skills
Communication
About this role
Role Overview
- Responsible for building and executing practice transformation playbook(s).
- Define, build and execute a Practice Transformation Concierge Process that includes engagement with pre-affiliation, onboarding and advisory support teams.
- Responsible for tracking success stories and reporting on results and outcomes of practice transformation engagements and implementations with advisors.
- Partner closely with Financial Planning & Analysis and CBA teams to create & deliver practice transformation and transition assistance offers.
- Responsible for identifying opportunities to improve the engagement and execution model.
- Responsible for executing successful implementation and partner hand-offs of practice transformation plans.
- Other duties as assigned.
Requirements
- Demonstrated understanding of an advisor recruiting processes
- Strong communication skills
- Bachelor's degree in finance or a related field or equivalent.
- Minimum of 5 years of experience in Financial Services or Broker Dealer industry
- Practice development and advisor recruiting experience
- Series 7, 24, 66 required.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.