Practice Business Manager - Burlington, VT

Under limited supervision, leads in the management of the overall growth of the Branch's or Financial Advisor team’s practice. Uses extensive knowledge and skills obtained through education and experience to provide guidance to associates in resolution of moderately complex issues, client service and team project management.

Under limited supervision, leads in the management of the overall growth of the Branch’s or Financial Advisor team’s practice. Uses extensive knowledge and skills obtained through education and experience to provide guidance to associates in resolution of moderately complex issues, client service and team project management. Directs the practice’s day-to-day operational functions, ensuring compliance with firm and regulatory policies and procedures.

Assists with sourcing new advisors from initial contact through transition to the branch and acts in a professional sales and marketing capacity to help new and existing Financial Advisors meet sales goals. Extensive contact with internal and external customers is required to establish and maintain networking relationships that lead to creating new business.

Under limited supervision, manages the overall growth of the Branch or Financial Advisor’s practice. Uses extensive knowledge and skills obtained through education and experience to provide guidance to associates to resolve moderately complex issues, provide client service and manage projects. Directs the practice’s day-to-day operational functions, ensuring compliance with firm and regulatory policies and procedures. Assists with sourcing new Advisors from initial contact through transition to the branch.

Acts in a professional sales and marketing capacity to help new and existing Financial Advisors meet sales goals. Maintains extensive contact with internal and external customers to establish and maintain networking relationships that lead to creating new business. This role is approved for teams with production of at least $3,000,000.

Under limited supervision, manages the overall growth of the Branch or Financial Advisor’s practice. Uses extensive knowledge and skills obtained through education and experience to provide guidance to associates to resolve moderately complex issues, provide client service and manage projects. Directs the practice’s day-to-day operational functions, ensuring compliance with firm and regulatory policies and procedures. Assists with sourcing new Advisors from initial contact through transition to the branch.

Acts in a professional sales and marketing capacity to help new and existing Financial Advisors meet sales goals. Maintains extensive contact with internal and external customers to establish and maintain networking relationships that lead to creating new business. This role is approved for teams with production of at least $3,000,000.

• Develop and execute a strategic plan to monitor and control expenses in order to facilitate revenue growth for the practice, improve productivity, realize operational efficiencies and address the competitive landscape.
• Lead delivery of the client experience by managing administrative procedures as well as directing and coordinating client requests.
• Work directly with home office personnel to coordinate branch-home office workflow.
• Research and resolve complex problems related to client accounts and inquiries.
• May review daily work of practice team’s support staff. Evaluate support staff workload to determine any necessary assignment or workflow changes.
• Plan and coordinate special projects for practice, including events for clients and prospects.
• Assess training needs, identify…