Practice Management Coach
BMO•Los Angeles, CA
1d
About The Position
As a Practice Management Coach, you’ll onboard and coach sales professionals, optimize practice management, and ensure the execution of BMO’s go-to-market strategy. You’ll leverage data, tools, and training to help advisors deliver exceptional client experiences and achieve growth goals.
Requirements
- Strong knowledge of wealth management and sales processes.
- Proven experience in coaching and practice management.
- Excellent communication, strategic thinking, and project management skills.
Responsibilities
- Onboard and coach new sales professionals.
- Delivery tailored one-on-one coaching to improve sales effectiveness.
- Promote CRM and sales tool utilization for pipeline and client management.
- Support strategic sales initiatives and campaigns.
- Partner with the Learning Team to create impactful training programs.
Benefits
- Comprehensive health, dental, and vision coverage
- Retirement savings plan with employer match
- Paid time off and holidays
- Professional development and certification support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
