Practice Management Business Partner

Overview

In this role, you will empower Wealth Managers and their teams to build more efficient, scalable, and client-centric practices. You will blend business coaching, practice development, and adviser enablement to drive sustainable growth through marketing, client experience, operations, and strategic planning. Collaboration with branch leadership and cross-functional teams shapes targeted interventions and development programs. You help translate insights into practical actions that improve adviser performance and business value. This is a mission-driven opportunity to influence wealth-management practices at scale.

Responsibilities

• Wealth Manager coaching for planning, client experience, growth, and succession
• Advanced practice development for top performers focusing on scale and efficiency
• Training delivery through workshops, programmes, and Practice Intelligence tools
• Practice assessments identifying gaps in marketing, service, operations, and team structure
• Content and programme development for coaching materials and resources
• Branch and leadership collaboration to diagnose needs and design interventions
• Performance support including tracking progress and milestone achievement
• Event representation at conferences and adviser development events

Key requirements

• Experience in wealth management, financial advice, or professional-services coaching
• Experience delivering training or adviser-development programmes
• Business coaching qualification (e.g., EMCC, ICF, AC) preferred
• Degree or equivalent level education preferred

• Emotional intelligence
• Strong communication and relationship-building
• Influence without authority
• Strategic thinking
• Practice Intelligence tools
• External best-practice frameworks

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