The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business. We support both leaders and advisors in the branch and in the centralized advisor centers. This is a highly visible team with extensive interaction with senior management across all functions and Lines of Business to drive meaningful change across the business. The Advisor Development Team supports the development of branch based advisors through a national new hire framework. Practice management concepts are the foundation of the new hire framework and is complemented with dedicated coaching, leadership alignment, milestone completion and compensation. The Divisional Program Lead for the Advisor Growth Program (AGP) is responsible for developing Private Client Advisors at scale through the delivery of practice management concepts, tools, and structured development experiences. The Divisional Program Lead partners closely with field leadership and divisional stakeholders to translate divisional priorities into a clear, forward-looking development strategy that supports strong business outcomes across markets, regions, and divisions. With direct exposure to the field, this individual identifies themes, capability gaps, and growth opportunities, and uses those insights to influence program design, messaging, and execution in partnership with field and home office leaders. The role also requires strong public speaking and facilitation skills, including presenting and leading discussions for large audiences in both virtual and in-person settings.
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Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed