Lead Practice Growth Director
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Job Description
Lead Practice Growth Director enhancing enterprise-wide practice management, providing mentorship to financial advisors and teams. Drives practice growth strategies with a focus on advisor outcomes and client experiences.
Responsibilities:
- Plays a critical leadership role in advancing enterprise-wide delivery and execution of practice management.
- Serves as a player-coach, providing leadership, coaching, and mentorship.
- Guides the development and execution of scalable practice growth strategies.
- Drives consistent execution that results in exceptional advisor outcomes.
Requirements:
- Four-year college degree strongly preferred.
- Minimum five years of experience coaching financial advisors.
- Proven ability to lead, mentor, and develop peer leaders.
- Deep expertise in practice management.
- Proficiency in Salesforce, Power BI.
- Professional designation or history of significant progress toward achievement preferred.
- FINRA Series 7 and 63/65 or 66 required or obtained within 90 days.
- Flexibility to travel (will include overnight) and conduct business during evening hours.
Benefits:
- Health insurance
- 401(k)
- Paid time off
- Remote work options
- Professional development opportunities
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