Manager, Practice Management Program Operations

Willenborg Wealth Management

Remote
Remote
Program operations management
Process improvement initiatives
Cross-departmental project coordination
Willenborg Wealth Management is seeking a Manager for its Practice Management Program Operations, focusing on overseeing and enhancing operational processes in their PMGC organization. The ideal candidate should have experience in project management, team leadership, and a strong ability to implement streamlined operational solutions

Job Summary

  • The Practice Management & Growth Consulting organization supports advisors and their teams through programs, solutions, coaching, and consulting.
  • This role is responsible for the strategic management, implementation, operations, growth, and reporting of all PMGC programs and initiatives.
  • The company offers a benefits package that may include medical, dental, vision, life insurance, disability benefits, and retirement savings.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Manager for its Practice Management Program Operations, focusing on overseeing and enhancing operational processes in their PMGC organization. The ideal candidate should have experience in project management, team leadership, and a strong ability to implement streamlined operational solutions.

Skills & Requirements

Must-have

  • program operations management
  • process improvement initiatives
  • cross-departmental project coordination
  • team supervision and evaluation
  • strategic planning facilitation

Nice-to-have

  • fostering teamwork and accountability
  • streamlining operations and reducing costs
  • implementing transformative solutions

Key Requirements

  • Bachelor's degree or equivalent experience
  • 6 to 10 years general experience
  • 3 to 6 years management experience
  • Securities Industry Essentials Exam (FINRA) certification preferred

Work Rights

Not specified

Tailored Resume

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