Manager, Practice Management Program Operations

Willenborg Wealth Management

Base salary components; + compensation (cash or eq...
Hybrid
6 to 10 years general experience
3 to 6 years manager experience
Bachelor's degree in business or finance
Willenborg Wealth Management is seeking a Manager for their Practice Management Program Operations, focusing on enhancing the efficiency of operations and supporting advisors through various programs and initiatives. The ideal candidate will have substantial experience in project management, team leadership, and strategic planning, within a hybrid work environment

Job Summary

  • The role focuses on supporting advisors through programs, solutions, coaching, and consulting across their entire lifecycle.
  • Candidates will supervise operations staff, develop efficient systems, and lead initiatives to streamline operations and reduce costs.
  • The position offers a comprehensive benefits package including medical, dental, vision, retirement savings, and paid time off.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Manager for their Practice Management Program Operations, focusing on enhancing the efficiency of operations and supporting advisors through various programs and initiatives. The ideal candidate will have substantial experience in project management, team leadership, and strategic planning, within a hybrid work environment.

Salary

Base salary components; Additional compensation (cash or equity) and discretionary bonuses may apply; Eligible for full benefits package

Skills & Requirements

Must-have

  • 6 to 10 years general experience
  • 3 to 6 years manager experience
  • Bachelor's degree in Business or Finance
  • Lead autonomous teams and projects
  • Manage large scale overlapping projects

Nice-to-have

  • Experience with AECRM and Eloqua tools
  • Facilitating strategic planning processes
  • Strong verbal communication skills
  • Culture of teamwork and accountability
  • Proven track record of process improvement

Key Requirements

  • Bachelor's degree required
  • 6-10 years general work experience
  • 3-6 years management experience
  • SIE license preferred but not required

Work Rights

Not specified

Tailored Resume

Cover Letter