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About the Role

The Practice Development Officer supports the growth and operational success of wealth management practices at Cerity Partners by facilitating new business, enhancing client relationships, driving marketing, and ensuring operational effectiveness. This strategic role requires expertise in client and operational success, with a strong financial background to identify and leverage growth opportunities.

Responsibilities

• Cultivate strong and trusted relationships with practices.
• Develop and document clear, actionable growth plans with practices.
• Develop and execute strategies for client acquisition, retention, and revenue growth within practices.
• Facilitate lead flow by developing and implementing strategies to uncover new opportunities within practices.
• Optimize internal processes and identify potential client opportunities.
• Leverage central lead development capabilities to develop new lead flow for practices.
• Provide suggestions on P&L performance, market trends, and new practice investment opportunities.
• Facilitate the onboarding and training of new advisory personnel with internal groups.
• Provide ongoing guidance on colleague relations, performance management, and professional development.
• Help practices adhere to firm policies, regulatory requirements, and best practices.
• Work with shared services to identify and implement operational improvements.
• Communicate operational support resources and efficiency improvements to advisors.
• Help maintain and build internal practice reporting and tracking of key performance metrics.
• Support the onboarding and ramp-up of new practices, ensuring familiarity with firm offerings and standards.
• Foster a culture of continuous growth and optimization within practices.

Requirements

• 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%.
• Experienced Wealth Advisor to high-net-worth clients.
• Familiarity with regulatory requirements and compliance in wealth management.
• 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.
• Applicants must be authorized to work for any employer in the U.S.

Skills

• Wealth management
• Business development
• Practice development
• Client relationship management
• Strategic business planning
• Organizational skills
• Project management
• Marketing
• Client acquisition strategies
• Lead generation
• Risk considerations
• Human resources policies
• Hiring best practices
• Employee relations
• Leadership
• Data analysis
• Industry trend analysis
• CRM systems
• Marketing tools
• Financial planning software
• Emotional intelligence
• Problem-solving

Location

• Remote

Work Type

• Full-time

Experience Level

• 10+ years

Education Level

• Bachelor’s degree

Salary/Compensations

• $200,000 - $225,000

Benefits

• 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

About the Company

• Our people drive our success by working together to deliver exceptional service to our clients.
• Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.

Equal Opportunity

• 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.