Practice Development Officer

Position Summary

The Practice Development Officer will

• be responsible for
• supporting the growth and operational success of wealth management
• practices
• at Cerity Partners. This includes
• facilitating
• new business opportunities, enhancing existing client relationships, driving marketing initiatives, and ensuring operational effectiveness. The role requires a strategic liaison with
• demonstrated
• expertise
• in client, colleague, and operational success as well as a strong financial background to uncover and unlock opportunities across our growing firm.

Primary Responsibilities

Practice Development, Relationship Management and Growth Support

:

Cultivate strong and trusted relationships with practice
s.

Work closely with practices to develop and document a clear and actionable growth plan.

Work closely with practices to develop and execute strategies for client acquisition,

retention

and revenue growth within the practice.

Facilitate lead flow by developing and implementing strategies to uncover new opportunities within unique and growing practices,

optimizing

internal

processes

and

identifying

potential client opportunities.

Leverage central lead development capabilities to develop new lead

flow for

practices.

Provide suggestions on P&L Performance, market trends, and new practice investment opportunities.

People and Practice Development: Help

facilitate

with internal groups

the onboarding

and training of new advisory personnel.

Provide

• ongoing
• guidance on
• colleagu e relations, performance management, and professional development.

Operational Support, Reporting and Strategic Initiatives

• Help practices adhere to firm policies, regulatory requirements, and best practices to increase the efficiency and productivity of the practice.
• Work with shared services to
• identify
• and implement operational improvements that enhance practice efficiency.

Communicate

operational

support resources and efficiency improvements to advisors, ensuring adoption in a way that enhances the client experience.

Help

• maintain
• and build internal practice reporting and
• tracking of
• key performance metrics related to client acquisition, retention, and revenue growth within the
• practice.

Practice Integration

Support the onboarding and ramp up of new practices, ensuring they are well-versed in the firm's wealth management, central solutions and specialty practice offerings and client service standards.

Foster a culture of continuous growth and optimization within practices.

Required Skills & Qualifications

Bachelor’s degree

• .
• 10+ years of experience in wealth management, business development, practice
• develop ment, or a related role.
• Strong understanding of investment advisory business models, financial products, wealth management principles, client relationship management, and industry best practices.
• Ability to develop and execute strategic business plans.
• Strong organizational and project management skills.
• Experience in marketing, client acquisition strategies, and lead generation.

Deep k

• nowledge of
• control-side risk considerations,
• human resources policies, hiring best practices, and employee relations is a plus.
• Excellent leadership skills, with the ability to guide practices toward shared goals.
• Ability to communicate complex financial data and concepts in
• layman’s terms .
• Ability to analyze data and industry trends to drive strategic decisions.

Proficiency

in CRM systems, marketing tools, and financial planning software

Ability to travel up to 20%

Preferred Qualifications

• Experienced Wealth Advisor to high-net-worth clients.
• Familiarity with regulatory requirements and compliance
• in
• wealth management.

Personal Attributes

Client-focused and goal-oriented.

High level

• of emotional intelligence, professionalism, integrity, and ethical standards.
• Strong analytical and problem-solving abilities.
• Adaptable and proactive in a fast-paced environment
• Ability to work collaboratively in a group setting,
• taking
• and delivering feedback constructively.

Compensation Range

$200,000 - $225,000

Why

Cerity

Partners

:

Our people drive our success by working together to deliver exceptional service to our clients. Below is

a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match

Flexible PTO policy

Parental Leave

Financial

• assistance
• for advanced education and professional designations
• Opportunity to give back time to local communities

Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to
careers@ceritypartners.com.
Applicants must be authorized to work for any employer in the U.S.