Practice Management

As our Practice Management Program Manager you will be responsible for developing, delivering core modules (i.e. Orientation Meeting) and maintaining practice management curriculum for new and existing Financial Center owners. The purpose of this curriculum is to help small and mid-level Financial Centers transition from a sole practitioner business to a sustainable, growth practice to achieve maximum enterprise value. The curriculum will include a variety of formats such manuals, quick reference guides, online courses, videos, and presentations. You will work closely with subject matter experts to analyze learning needs and design effective instructional materials to meet those needs. You will also develop customized practice management tracks for Financial Center owners, using elements of the curriculum, to meet the unique needs of the practice.

As our ideal candidate, you should have business acumen in financial services and/or practice management as a former educator, trainer, or business owner. You should also have a passion for both developing, delivering and/or facilitating training sessions and like working with a diverse group of business owners to help them identify and achieve their business goals.

Some domestic travel is required.

Location Information: On-Site at our Carpinteria, CA Headquarters

Salary Range: Starting salary is typically between $80,000 and $125,000 annually, however, it is ultimately determined by the scope of the position, the candidate's relevant experience, credentials/certifications, and internal equity. In addition to salary, benefits include, PTO, health, medical, vision, disability, life insurance benefits as well as 401(k), profit-sharing retirement program and much more.

Major Duties and Responsibilities:

1. Practice Management Program Development: Design, develop, and maintain practice management training curriculum for Financial Centers. Develop training materials, including manuals, online courses, videos, and presentations that align with learning objectives and engage learners effectively. Work closely with subject matter experts, owners, and multimedia developers to ensure accuracy and effectiveness of instructional materials. Customize content based on the specific needs of the Financial Center. Ensure the quality and consistency of instructional materials by adhering to instructional design standards, guidelines, and best practices.
2. Needs Assessment: Assess the training needs of Financial Centers through surveys, interviews, internal meetings, and observation. Collaborate with Financial Center owners, sales, marketing, recruiting and other internal departments to identify skill and knowledge gaps. Develop specific practice management training plans to address these gaps.
3. Program Coordination: Manage Practice Management curriculum as a whole and individual financial center plans from concept to completion, including planning, scheduling, coaching and resource allocation.
4. Training & Facilitation: Deliver our virtual orientation meeting to new financial centers. Conduct additional engaging and interactive virtual and in-person practice management training sessions, workshops, and webinars. Use a variety of training methods and techniques to accommodate different learning styles and ensure effective knowledge transfers.
5. Business Development: Identify opportunities for business growth, new service offerings, and partnerships for targeted Financial Centers. Develop and implement initiatives to expand the practice and increase revenue streams.
6. Stakeholder Communication: Foster effective communication and collaboration between key stakeholders. Act as a liaison between various departments within the organization (i.e. sales, marketing, recruiting, university, operations, etc.
7. Reporting: Maintain accurate records of training interactions, attendance, and participant feedback. Generate and analyze reports related to training activities and outcomes like practice performance, financial metrics, and other relevant data for senior management. Use this information to make data-driven decisions and recommendations.
8. Continuous Learning: Stay updated on the latest trends, regulations, and technologies as it relates to financial services and practice management. Continuously enhance your own knowledge and skills to deliver high-quality training programs.
9. Evaluation and Feedback: Assess the effectiveness of practice management training programs through evaluations, key performance indicators (KPIs) and feedback sessions. Use feedback to make improvements to training materials and delivery methods.

Competencies Required: If you have the following competencies, we encourage you to apply.

• Instruction / Facilitation Skills: Demonstrate a high level of confidence when presenting various financial and business related topics, display patience to thoroughly explain concepts or information to others, and work with their owners to ensure understanding.
• Learning Agility: Possess a mindset to continually develop, grow and utilize new strategies. Demonstrate flexibility and be able to adapt to change quickly in a positive way. Able to take constructive feedback to benefit program(s) and professional development.
• pment. Time management: Complete all work tasks in a timely manner, while remaining responsive enough to react to competing demands and shifting priorities. Ability to function independently as well as part of a team. Ability to manage multiple responsibilities while being organized, keeping on top of important time-sensitive tasks, and performing all work accurately.
• Professionalism: Sets high standards and serves as role models for work performance, ethical conduct, and respect for others. Able to demonstrate patience, approachability, attention to detail, credibility, and accountability. Able to handle confidential material demonstrating high levels of trustworthiness and integrity.
• Composure and Resiliency: Able to deal effectively with pressure, maintain focus and intensity, and remain optimistic and persistent, even under adversity. Able to recover quickly from setbacks, rejections, and conflicts and to maintain self-control in the face of hostility or provocation.
• Adaptability: Able and willing to shift course when external influences affect an initial plan, condition, or situation. Willing to change ideas or perceptions on the basis of new information or evidence and are able to alter standard procedures when necessary and juggle multiple demands as required.
• Communication: Able to provide information required by others in a concise, direct, and unambiguous way. Able to extract information from SMEs then structure and organize content in a way that makes it easy to learn.
• Deliberative decision making: Gather, consider, and evaluate all relevant information to make logical conclusions before being moved to action.

Minimum Qualifications/Experience:

• Bachelor’s Degree preferred (Business and/or Education) or the equivalent combination of education and 5+ years’ experience in the financial services and/or practice management industry.
• Entrepreneurial experience in financial services a plus.
• Knowledge of practice management principles as it relates to growing a business.
• Proficient in Microsoft Office Suite (Word, Excel, Power Point).
• Proficient in video recording and editing programs.
• Series 6 or 7 desirable, general understanding of securities industry and terminology.