Practice Management Consultant

ATB•Falher, AB

16h

About The Position

This is a temporary 12-month term opportunity with potential for extension. As ATB’s next Practice Management Consultant, you will provide expert guidance and consultation to advisors and advisor teams to optimize practice performance and address challenges at critical milestones such as hiring associates, forming teams, or planning succession to drive growth and long-term sustainability. This role guides advisors in transforming their practice models to fully support and enable the firm's client-centric, expert advisory vision. Acting as a trusted thought partner, the role translates data-driven insights and industry research into practical solutions, facilitates adoption of Standards of Practice, and elevates advisor efficiency and capabilities. Beyond direct advisor support, Practice Management Consultants also contribute to strategic initiatives, mentor colleagues, and share insights with senior leadership to influence the evolution of future programs and standards.

Requirements

Expert ability to synthesize insights, research, and industry trends into actionable recommendations for advisors and leaders.
Deep knowledge of practice management principles, including business planning, team structuring, succession, and operational efficiency.
Advanced knowledge of Salesforce and other relevant tools, with the ability to troubleshoot, recommend enhancements, and facilitate advisor training.
Skilled in managing and contributing to practice management initiatives and strategic projects.
Exceptional skills in building trusted partnerships, influencing diverse stakeholders, and clearly articulating complex practice management concepts to diverse audiences.
Deep understanding of wealth management, compliance considerations, industry trends, and market forces that shape advisor practices.
Strong at mentoring, building capability and consistency across the Practice Consulting and Coaching technology support function.
University degree or equivalent coursework and experience in a relevant field (e.g., Business, Finance, Organizational Development, Marketing).
Minimum 5+ years in consulting, practice management, or financial services advisory roles.

Nice To Haves

Certified Management Consultant (CMC) designation is considered an asset.
Project management designation (e.g., PMP, CAPM) considered an asset.
Financial services designations (e.g., CIRE, CFP, CIM) considered an asset.

Responsibilities

Support strategic projects and enterprise initiatives, contributing expertise to strengthen advisor practices and align with organizational priorities.
Collaborate with Mastery Coaches and Regional Directors to ensure practice consulting solutions align with organizational priorities and support for advisors across all career stages and levels of mastery.
Equip Regional Directors and other leaders with practice-level insights and consulting frameworks to enrich their coaching conversations and drive team performance against our Standards of Practice.
Develop and recommend guidelines aligned to our Standards of Practice for optimizing advisors practices by leveraging data-driven insights (e.g., KPIs, metrics) and bringing in subject matter experts as required.
Provide advanced practice management consulting to advisors and teams, addressing barriers and opportunities at critical milestones including succession planning, business expansion, team formation.
Conduct reviews of business processes and Salesforce utilization, identifying opportunities for efficiency, enhancement, and alignment to Standards of Practice.
Utilize practice management frameworks and standards of practice through one-on-one consultations, workshops, and training sessions.
Develop, review, and facilitate training materials on practice optimization to build advisor capability.
Provide research guidance, uncover insights, and identify best-in-class experts or standards to enhance advisor success.
Mentor and guide our Technology Support team members, contributing to the continuous development of the Practice Consultant and Coaching functions.
Act as a thought partner to internal stakeholders, sharing patterns, trends, and strategic insights to inform future initiatives.