Practice Manager

Practice Manager / Operations
Manager - Independent Wealth Management
Location: Remote
Compensation: $90K - $120K base + 10% KPI-based bonus + benefits
We’re hiring a Practice Manager on behalf of our client - a growing independent wealth management firm based in Philadelphia.
They’re a nationally recognized, multi-office advisory firm helping retirees and pre-retirees with retirement income, tax, and estate planning. If you’ve led financial advisors for 3+ years and you’re ready to build the engine behind a high-performing advisor team
, we want to talk.

Why this role?

• Run the operating side of an advisor team, from onboarding to client experience
• Develop talent by training and coaching associate advisors
• Partner with leadership, including the VP of Sales, on team performance
• Own the numbers with scorecards, pipeline tracking, and quarterly team health reviews
• Join a firm with an award-winning, people-first culture

What You Bring

• 3+ years leading financial advisors in a sales leadership role
• Current operations experience, or a clear desire to move into operations
• Series 65 and Life, Accident and Health licenses
• Strong communication and coaching skills

What We Offer

• $90,000 - $120,000 base salary
• 10% target bonus based on KPIs
• Health, dental, vision [confirm start timing]
• 401(k) + PTO + other perks [confirm details]