Senior Practice Management & Teams Consultant

Royal Bank of Canada-posted 3 months ago

$85,000 - $150,000/Yr

Full-time • Senior

Minneapolis, MN

Credit Intermediation and Related Activities

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The Senior Practice Management & Teams Consultant will work with advisors and teams to foster an organized, systematic approach to effective team development. Guide top-tier and mid-tier producing advisors and teams through all things practice development and teaming - business planning, segmentation, value proposition, client experience, service models, building a brand, effective client communication, teaming for transition, team health and dynamics. Assess and guide practices in creating and implementing their teaming, practice development plans and transition plans. Aid in creating, executing, and measuring the results of growth strategies. The Senior Practice Management & Teams Consultant will develop and lead workshops and other consulting, coaching and training activities as determined by the needs of the firm, complex, branch and/or practice.

Serve as a mediator, facilitator, and consultant to advisors and teams through a process which focuses on team health and dynamics in addition to practice efficiency, growth, effective communication, team leadership, transition, and successful retirement.
Provide coaching and consulting expertise in the areas of teaming, teaming for transition, practice transitions, book of business review, business planning, segmentation, value proposition, service models, building a brand, and effective communication.
Work with internal partners and field leadership teams to identify and work with target advisors and teams.
Proactively identify opportunities for increased effectiveness and efficiency within targeted practices, engage team members, and provide coaching related to those specific opportunities.
Act as a resource to field leadership relative to all things teaming, practice business development and transitions.
Identify, manage and execute on strategies and initiatives that support successful advisor transitions.
Be a subject matter expert and resource broker to advisors in every stage of transitioning their books.
Partner with RBC's Strategic Compensation team to collaborate on strategies leading to effective and smooth advisor transitions.
Collaborate with members of the Field Advancement and Corporate Communications teams to promote RBC's transitioning resources and support to both internal and external audiences.
Document activities and engagements within RBC's CRM.
Identify areas of greatest need among advisors and teams, and develop strategies to address those needs.
Work closely with other members of the team to share best practices and to discuss challenges and solutions.
Contribute to the use of metrics, benchmarks, and regular reporting to track progress and business results for coaching engagements and other department initiatives.

Four-year college degree or equivalent work experience
Financial services or investment industry experience
Coaching and consulting experience
Ability to learn new systems quickly and independently
Proven dedication to and focus on client service and satisfaction
Organizational health and team development experience
Strong communication and organizational skills

15+ years of experience in coaching and consulting financial advisors
Project management experience
Change management experience
Industry licenses/and or certifications
Familiarity with the DISC behavioral assessment tool
Ability to influence up and across the organization

A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
Leaders who support your development through coaching and managing opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.

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