Head of Advisor Practice Management

The Head of Advisor Practice Management leads the design and evolution of practice management frameworks, offerings, and consultation models that help advisors grow and strengthen their businesses. This role partners across the field and home office to improve advisor effectiveness, business growth, and long-term enterprise value.

**Key Responsibilities**

**Model Practice Framework & Offerings**

+ Set the strategic direction for the practice management framework and core offerings.
+ Ensure solutions align to advisor needs, business priorities, and long-term growth.
+ Define the capabilities and support model that enable advisors to build stronger, more scalable businesses.

**Practice Consultation & Segmented Support**

+ Lead a differentiated consultation strategy that reflects advisor opportunity, complexity, and business needs.
+ Build and develop a high-performing team of practice management leaders and consultants.
+ Establis...

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