Job Overview:

The Assistant Vice President (AVP), Practice Management Consulting supports field leaders and independent advisors in driving business growth, operational efficiency, and improved client outcomes. This role is execution-focused and delivery-oriented, partnering closely with senior field leadership and Practice Management leaders to implement established frameworks, tools, and coaching programs.

The AVP acts as a hands-on consultant to advisors and relationship managers, helping translate firm strategy into practical actions while building the skills and capabilities of the field. The role emphasizes influence without authority, strong client-facing presence, and the consistent delivery of scalable best practices.

Responsibilities:

Advisor & Field Support

• Serve as a practice management consultant to field leaders, relationship managers, and independent advisors, helping apply firm strategies to day-to-day business challenges.
• Deliver structured coaching engagements focused on business planning, growth execution, client experience, and operational improvement.
• Support field leaders in diagnosing advisor needs and customizing practice management engagements.

Program Delivery & Execution

• Execute established practice management programs and frameworks that improve advisor productivity, growth, and client retention.
• Facilitate workshops, training sessions, and presentations for advisors and field teams.
• Partner with internal teams (distribution, operations, marketing, technology, and product) to deliver coordinated advisor solutions.

Operational Effectiveness

• Help advisors streamline workflows, optimize staffing models, and adopt firm technology and tools.
• Gather and synthesize field feedback to inform enhancements to practice management resources and programs.
• Ensure consistent adoption and utilization of practice management tools across the field.

Field Enablement

• Equip field leaders and relationship managers with practical coaching tools, templates, and insights to support advisor conversations.
• Reinforce best practices and ensure consistent execution of the firm’s practice management approach.

Advisor & Client Impact

• Support initiatives that enhance the advisor experience and improve end-client outcomes.
• Track engagement results and metrics related to advisor growth, efficiency, and satisfaction.

Continuous Improvement

• Stay informed on trends in practice management and advisor development.
• Contribute to the evolution of tools, content, and delivery methods through field insights and feedback.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 7–10 years of experience in wealth management, practice management, advisor support, or related consulting roles
• 7+ years’ experience working directly with financial advisors or relationship managers, with a strong understanding of independent advisor business models and field engagement.
• Bachelor’s degree required
• Willingness to travel up to 10%

Core Competencies:

• Strong foundation in business planning, operational improvement, and client experience concepts
• Effective communication and presentation skills; comfortable engaging with field leadership and advisors
• Ability to execute within established strategy while providing feedback and improvement ideas

Preferences:

• Series 7 and 66 strongly preferred
• MBA, CFP®, CIMA®, or similar designations

Pay Range: