Practice Management – Program Manager

Carpinteria Headquarters, On-site - Will consider remote or hybrid

Position Type: Full Time

The Practice Management Program Manager is responsible for developing, delivering core modules (i.e. Orientation Meeting) and maintaining existing practice management curriculum for new and existing Financial Center (FC) owners, FC and independent financial professionals. The purpose of this curriculum is to help small and mid-level Financial Centers transition from a sole practitioner business to a sustainable, growth practice to achieve maximum enterprise value and for financial professionals to improve productivity, efficiency, and consistency within their practices.

The curriculum and instructional materials include a variety of formats such as manuals, quick reference guides, articles, online courses, videos, and presentations. The Program Manager will work closely with sales, recruiting (FA’s) and marketing to analyze practice management needs and design effective instructional materials to meet those needs.

As our ideal candidate for this sales role, you should have business acumen in financial services and/or practice management as a former educator, trainer, or business owner. You should also have a passion for both developing, delivering and/or facilitating training sessions and like working with a diverse group of business owners to help them identify and achieve their business goals. Some domestic travel is required.

Salary Range: The salary range for this position is $80,000 and $125,000 annually. In addition, this sales role is eligible for variable compensation, including performance-based bonuses and/or incentives. Actual compensation will depend on the scope of the position, the candidate’s experience, credentials/certifications and internal equity. In addition to salary, benefits include, PTO, health, medical, vision, disability, life insurance benefits as well as 401(k), profit-sharing retirement program and much more.

Location Information: On-Site at our Headquarters in Carpinteria, CA is preferred. Will consider hybrid or remote for the right candidate

1. Practice Management (PM) Program:
Maintain and expand on existing library of practice management training curriculum in PM Knowledgebase for Financial Centers and financial professionals. Collaborate with FC owners, financial professionals, sales, marketing, recruiting and other internal departments to identify skill and knowledge gaps. Develop practice management training materials to address gaps. Training materials may include manuals, online courses, videos, and presentations that align with learning objectives and engage learners effectively.

2. Practice Management Consultations:
Assess the practice management needs of new Financial Centers and financial professionals through a proven process designed to identify mutually beneficial practice management initiatives for the year. The initiatives are centered around 7 key elements of successful enterprises. Plan, schedule, conduct and document coaching and resource allocation.

3. Training & Facilitation:
Deliver our virtual orientation meeting to new Financial Center owners. Conduct additional engaging and interactive virtual and in-person practice management training sessions, workshops, and topical webinars. Use a variety of training methods and techniques to accommodate different learning styles and ensure effective knowledge transfer. Ensure the quality and consistency of instructional materials by adhering to instructional design standards, guidelines, and best practices.

4. Sales & Business Development:
Identify growth opportunities, new services, and partnerships for Financial Centers and financial professionals; incorporate insights into consultations and drive initiatives to expand practices and increase revenue.

5. Stakeholder Communication:
Foster effective communication and collaboration between key stakeholders. Act as a liaison between various departments within the organization (i.e. sales, marketing, recruiting, university, operations, etc.).

6. Reporting:
Maintain accurate records of consultation details and/or interactions, training,…