Managing Partner, Wealth Advisor

Job description

Duties & Responsibilities Type of Role: Managing Partner, Advisory Practice Leadership Area of Responsibility and Purview: Directs all local wealth management practice activities for Private Wealth Management Role Specific Job Duties: - Lead a team of Wealth Advisors - Set the strategic direction and establish priorities of the local wealth advisor practice - Develop, manage, and execute on the business plan for the advisor practice - Establish KPI’s for the practice that will allow the team to measure and monitor success - Align resources in the practice with the business plan - Manage practice performance, regularly updating the associate 9-box and develop specific professional development plans for each wealth advisor - Continuously mentor wealth advisors on team, helping them adopt industry best practices Function Specific Job Duties: - Responsible for managing the practice P&L - Meet regularly with team to proactively understand trends, attrition risks, and opportunities with clients and prospects - Execute on specific programs aimed to increase productivity of business development, client retention and engagement - Chiefly responsible for the business development within the p...