Director of Practice Management at CI
Job Description & How to Apply Below
In this senior director position, you'll develop and execute comprehensive onboarding programs for new advisors. You'll cultivate a practice management framework that supports advisor effectiveness through standardization and resource provision. By collaborating closely with Regional Managers, your insights will improve advisor productivity and business scalability.
Key Responsibilities:
• Design impactful onboarding programs for new financial advisors
• Implement practice management frameworks to support advisor growth
• Drive technology adoption for enhanced client experiences
• Develop coaching frameworks and performance benchmarks
• Partner with teams to ensure compliance and operational efficiency
Requirements:
• Bachelor’s degree; MBA preferred
• 10+ years in wealth management or financial services
• Expertise in onboarding and practice management
• Strong grasp of advisor business models
• Knowledge of compliance frameworks in financial services
Lead strategic improvements for advisor practices and elevate operational effectiveness at CI.
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