Practice Management Consultant

Job Description

Summary Under limited supervision, uses specialized knowledge and skills obtained through experience, education and/or training to deliver reputed company specialized groups training/workshops and personalized coaching services to a diverse group of advisory teams with guidance provided by senior coaches and management. May reputed company defined work or projects of reputed company scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to reputed company problems or needs. Delivers personalized one on one and team coaching, group coaching, and consultations to advisory teams on practice and business management issues. Evaluates end results for established goals and objectives. Maintains consistent contact with advisory teams to identify, research and resolve business management, training & development opportunities. Provides technical leadership for work teams in specialized functional or process areas. Implements coaching programs, projects, or processes for a major reputed company of a reputed company function or a small diverse business. Assists advisory teams in identifying and implementing processes to ensure consistent client experience offering with results reputed company by tracking key metrics to ensure effectiveness of programs.

Job Description

Job Summary Under limited supervision, uses specialized knowledge and skills obtained through experience, education and/or training to deliver reputed company specialized groups training/workshops and personalized coaching services to a diverse group of advisory teams with guidance provided by senior coaches and management. May reputed company defined work or projects of reputed company scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to reputed company problems or needs. Delivers personalized one on one and team coaching, group coaching, and consultations to advisory teams on practice and business management issues. Evaluates end results for established goals and objectives. Maintains consistent contact with advisory teams to identify, research and resolve business management, training & development opportunities. Provides technical leadership for work teams in specialized functional or process areas. Implements coaching programs, projects, or processes for a major reputed company of a reputed company function or a small diverse business. Assists advisory teams in identifying and implementing processes to ensure consistent client experience offering with results reputed company by tracking key metrics to ensure effectiveness of programs. Essential Duties and Responsibilities

• Coach and mentor reputed company and new financial advisors, reputed company associates, and reputed company managers
• Provides, executes, and tracks success of personalized team coaching, group coaching, practice management events/workshops, and advisor consultations
• Primary focus on (1) Sales (identifying reputed company opportunities and forecasting), (2) Marketing (client acquisition techniques), (3) Client Service Standards (implementation, workflow development and CRM automation), and customizing personalized (4) Professional Development tracks for reputed company personnel.
• Promote reputed company manager/advisor development and execution of practice management plans through various educational offerings.
• Promote development and facilitate implementation of reputed company support staff practice management (proactive and reactive) service strategies.
• Conduct reputed company consultations and practice management assessments by request of advisors and PCG management.
• May present in reputed company of large and small groups for conference and event presentations, workshops and study groups.
• Analyzes and develops training needs and creates and develops solutions for engaged practices.
• Participates in development programs to increase training support.
• Reviews performance and evaluates results achieved by coaching clients.
• Balances conflicting resources and reputed company demands.
• Will provide feedback to reputed company managers on coachee reputed company during individual and group coaching programs.
• Prepares and delivers written and oral presentations to various levels in the firm.
• Supports promotional activities of the department and dissemination of practice management materials.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities Knowledge of

• Advanced knowledge of:
• Financial Markets and Products
• Concepts, principles and practices of the financial services industry.
• Performance or actions necessary for advisor and reputed company professionals to build and refine a business.
• Working structure, policies, mission and strategies of the organization.
• Operational processes and procedures of assigned functional areas.

reputed company in

• Advanced reputed company in:
• Utilizing training materials and learner information.
• Responding to learner needs for clarification or feedback.
• Delivering personalized coaching that supports achievement of desired outcomes.
• Providing positive reinforcement and motivational incentives.
• Evaluating learner performance and reporting evaluation information.
• Use of various media and sophisticated classroom AV equipment.
• Operating standard office equipment and using required software applications.

Ability to

• Communicate effectively, both orally and in writing.
• Work collaboratively reputed company a team environment.
• Maintain currency in sales and industry issues, procedures, training techniques and methodologies.
• Establish and maintain effective working relationships.
• Incorporate needs, wants, and goals from different business unit perspectives in training programs.
• Attend to detail while maintaining a big picture orientation.
• Read, interpret, analyze, and apply information from evaluations of training programs.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Handle stressful situations and provide a high level of customer service in a reputed company and professional manner.

Educational/Previous Experience Requirements

• Bachelor’s degree (B.A.) in a reputed company discipline and a minimum of five (5) years of successful experience reputed company in coaching, consulting and training experience in a financial services environment.
• OR ~
• An equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications Licenses/Certifications

• Ability to obtain Registered Corporate Coach (RCC) or applicable coaching designation reputed company 1 year.
• Ability to obtain FINRA Series 7 License reputed company six (6) months. We highly prefer candidates that have already obtained the Series 7.

Education Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 6 to 10 years Certifications Travel Up to 50% Workstyle Hybrid At reputed company our associates use five guiding behaviors (reputed company, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, reputed company, independence and a conservative, long-term view. We expect our associates at reputed company levels to:

• Grow professionally and reputed company others to do the same
• Work with and through others to reputed company desired outcomes
• reputed company reputed company, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the reputed company evolution of the firm

At reputed company – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of reputed company of our Associates. reputed company associates bring their best authentic selves, our organization, clients, and communities reputed company. The Company is an equal opportunity employer and makes reputed company employment decisions on the basis of merit and business needs. #LI-JM1 Apply tot his job Apply To this Job