Our Advisor Practice Management Team provides practice management learning programs and coaching to top advisors and partner firms. We aim to be the business partner of choice by helping advisors grow and scale their practice. Utilizing Capital's distribution reach and relationships, we reflect the skills and behaviors of top teams that drive growth. Guided by our proprietary Pathways to Growth research, our programs offer tailored learning to help advisors succeed, regardless of their career stage. We focus on practice-based, guided learning with measurable implementation, strengthening the relationship with Capital and fostering investment opportunities along the way.
Advisor Practice Management Consultants (APMCs) engage with advisors through main stage presentations, national and regional conferences, workshops, and consulting with specific teams. We maintain noteworthy exposure in the industry, bringing Capital's PM program to advisors through various physical, virtual and digital engagements. Our consulting services with top teams have garnered significant demand due to their ability to transform business and team practices.
The APMC role requires leadership, teamwork, agility, flexibility, and creativity. It involves integrating practice management curricula, tailoring them for various engagements, and collaborating with internal partners to develop key programs. Credibility is key as you educate and mentor top advisors in topics such as leadership and team management, client acquisition, goals-based investing, retirement expertise, and more. Collaboration with our PM marketing team and other experts is essential for program development. This role demands public speaking skills, consultative, coaching, and interactive abilities. Activities are one-third in-person, with 75% focused on workshops/consulting.
APMCs work in a collaborative, cross-functional team setting, refining the overall program with input from various Capital teams. They work closely with Strategic Relationship Managers to develop firm-tailored programs and across sales teams to deliver PM across each distribution channel.
"I can succeed as an Advisor Practice Management Consultant at Capital Group."- Consulting: Guided learning experience for financial advisors
- Deliver presentations, workshops, and consulting to top financial advisors, COIs, and partner firm HO leadership teams
- Travel with sales force members: Including National Accounts Managers, Sales Development Managers, WM Consultants, and Retirement Plan Counselors
- Represent Capital Group in leadership, moderation, and subject matter expertise at broker dealer national and regional meetings
- Moderation and consulting at Capital Advisor Forum events, webinars, and podcast programs
- Participation in CG national and regional sales meetings
- Development of new practice management program curricula and experiences
- Development of industry-leading curricula across key PM skills and topics
- Creation of end-to-end resources including consulting workbooks, modular presentations, sales force insights, and customized content
"I am the person Capital Group is looking for."- Undergraduate or master's degree
- Minimum 15 years in the financial services industry
- Experience as a financial advisor, investment salesperson (wholesaler, retirement plan consultant, national account manager or equivalent)
- Excellent communication and presentation skills
- Experience speaking about PM topics
- Team contributor, innovative, organized, high energy, and results-driven
- Creative in developing practice management curricula
- Embraces diversity of thought and passionate about providing solutions
- Ability to travel extensively
- FINRA Series 7 and 66 securities licenses or equivalent required
"I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
