Director of Practice Management at CI

Take the lead in enhancing advisor success as the Director of Practice Management s role focuses on designing effective onboarding strategies and optimizing advisor engagement for meaningful growth.

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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