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Practice Manager
Location:
Greenville, RI
Description:
Location: Greenville, RICompensation: $90,000 - $110,000Hours: Full-time MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY The best and brightest always have choices in the wealth management arena. Working with our client – a rapidlygrowing private wealth management firm - is an investment in your future that will reap rewards for years to come.Our client is currently seeking an experienced Practice Manager to join their team.We are a Wealth Management advisory firm headquartered in Greenville, RI. The firm is growing rapidly, as itexpands its business model and explores new and innovative ways to serve clients and advisors. We take pridein having an entrepreneurial culture that embraces collaboration, career-defining, radical growth for the mostmotivated people, and serves clients first - always.Our team is close and tight knit, working collaboratively to bring our values to the table each day: a client-first approach, integrity, curiosity, and reliability. We are committed to delivering high-quality, high-touchexperiences to our clients so that, no matter whom they work with, clients know that they are receiving ourutmost attention. Being their advocate is the highest honor for us!We are excited to have an opportunity to welcome a new Practice Manager to our team! If you enjoymanaging a team that is focused on finding solutions to client needs, we would love to hear from you! Theattributes that we look for in teammates include:● Highly results-driven leader; demonstrated success managing and working with a team toward achievingdefined results● Highly effective communication and leadership skills with the ability to influence others● Strong interpersonal, relationship-building, and active listening skills● Demonstrated project management and process improvement skills● Demonstrated ability to think strategically and consistently make decisions that are aligned with theorganizations mission and strategy● Open and adaptable to change● Proactive, constantly thinking ahead and anticipating the needs of others● Defaults to seeking feedback to identify gaps and solve problems● Passion and enthusiasm● Commitment to exceeding client expectations● Desire to be a long-term contributing member of the teamGet in touch today so that we can get to know you. At our firm, you will work with some of the mostsuccessful families, individuals, and business owners around. You will provide life-changing support to clientswho look to us as advocates for their hopes and dreams.As the Practice Manager, you can expect to manage a team of committed operational professionals, providingoversight of the office, leadership and guidance toward achieving organizational goals. The incumbent willdesign and implement operational systems to streamline operations and maximize revenue interests. Thisposition reports to the leadership team. As the Practice Manager, you are responsible for:● Managing the organization on a daily basis, promoting team collaboration and an excellent clientexperience.● Planning, directing, coordinating, and overseeing operations activities in the organization, ensuring thedevelopment and implementation of efficient operations and cost-effective systems to meet the currentand future needs of the organization.o Overseeing all client servicing and tasks.o Organizing workflow across key divisions of the organization.o Bringing insights into SOPs and efficiencies.o Bringing innovation to client experience standards.● Implementing human capital strategy, processes, policies, and procedures.o Recruiting, interviewing, hiring, and training staff in the department.o Providing constructive and timely performance evaluations.● Effectively collaborating with the leadership team on the translation of strategy to operational goals ofthe Firm.● Provide mentoring and guidance to assist staff with their development by emulating the firm’s corevalues and operating principles● Collaborate with the leadership team regarding the operational infrastructure of systems, processes,compliance, and personnel.● Manage, assign, and delegate work and provide feedback to operational staff.● Act as a technical resource and provide training and support to staff.● Set up and maintain the CRM system to ensure accuracy and maximize the effectiveness of the data.● Manage and resolve client service problems.● Create and annually update an Office Procedures Manual.● Other duties as required.The culminating goal of the role is to provide an excellent client experience by working closely with the financialadvisors and the entire team. It is an exciting role with insight on - and participation in - the next iteration of thefirm’s growth.Qualifications for this role include:o BS/BAo Minimum 3 years of experience in the financial services industry o Minimum 5 years of experience leading an operational teamo Proficiency in computer-based programs and systemso Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)o Adobeo CRMOpportunities for continued growth and advancement are available and encouraged in all team members.We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn moreabout what our firm offers and see if it might be an attractive fit for both us and you. We look forward tomeeting you!#ZRPowered by JazzHR
Company:
Transcend Practice Management
Posted:
May 8 on The Resumator
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More About this Listing: Practice Manager
Practice Manager is a Executive Manager Job at Transcend Practice Management located in Greenville RI. Find other listings like Practice Manager by searching Oodle for Executive Manager Jobs.
Practice Manager is a Executive Manager Job at Transcend Practice Management located in Greenville RI. Find other listings like Practice Manager by searching Oodle for Executive Manager Jobs.