Practice Manager

Location: Greenville, RI

Compensation: $90,000 - $110,000

Hours: 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 rapidly

growing 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 it

expands its business model and explores new and innovative ways to serve clients and advisors. We take pride

in having an entrepreneurial culture that embraces collaboration, career-defining, radical growth for the most

motivated 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-touch

experiences to our clients so that, no matter whom they work with, clients know that they are receiving our

utmost 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 enjoy

managing a team that is focused on finding solutions to client needs, we would love to hear from you! The

attributes that we look for in teammates include:

• Highly results-driven leader; demonstrated success managing and working with a team toward achieving
  
  

defined 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 the
  
  

organizations 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 team
  
  

Get in touch today so that we can get to know you. At our firm, you will work with some of the most

successful families, individuals, and business owners around. You will provide life-changing support to clients

who 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, providing

oversight of the office, leadership and guidance toward achieving organizational goals. The incumbent will

design and implement operational systems to streamline operations and maximize revenue interests. This

position 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 client
  
  

experience.

• Planning, directing, coordinating, and overseeing operations activities in the organization, ensuring the
  
  

development and implementation of efficient operations and cost-effective systems to meet the current

and future needs of the organization.

• Overseeing all client servicing and tasks
• Organizing workflow across key divisions of the organization
• Bringing insights into SOPs and efficiencies
• Bringing innovation to client experience standards
• Implementing human capital strategy, processes, policies, and procedures
• Recruiting, interviewing, hiring, and training staff in the department
• Providing constructive and timely performance evaluations
• Effectively collaborating with the leadership team on the translation of strategy to operational goals of
  
  

the Firm.

• Provide mentoring and guidance to assist staff with their development by emulating the firm’s core
  
  

values 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 financial

advisors and the entire team. It is an exciting role with insight on - and participation in - the next iteration of the

firm’s growth.

Qualifications for this role include:

• BS/BA
• Minimum 3 years of experience in the financial services industry
• Minimum 5 years of experience leading an operational team
• Proficiency in computer-based programs and systems
• Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
• Adobe
• CRM
  
  

Opportunities 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 more

about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to

meeting you!

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