Practice Manager
21 hours ago
Practice Manager and Office Support
At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.
What Keating and Associates can offer you
- Professional Development
- 9 paid holidays, including your birthday and a floating holiday
- 401(k) with company match
- Employer-Paid Disability, Life Insurance, and Employee Assistance Program
- Health, Vision, and Dental Plans
- Dependent Care and Flexible Spending Accounts
- Paid Time Off
- Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more
The Practice Manager plays a key role within an entrepreneurial and growing wealth management team, providing strategic support to a group of financial advisors. This position is responsible for turning innovative ideas and solutions into practical outcomes that benefit both the team and clients. A primary focus of the Practice Manager is to streamline internal processes and manage operational details, allowing advisors to dedicate more time to client engagement. The role requires strong business acumen to advance initiatives in sales, marketing, client service, and client retention. In addition to managing projects and team processes, the Practice Manager provides organized advisor team administration and professional client communication. While this position oversees and supports the team's success, it does not include supervisory responsibilities.
The Practice Manager position is non-exempt, located onsite in our Manhattan, KS office, and reports to the Growth Development Manager.
Salary Range is $52,000.00 to $60,000.00Responsibilities Include but are not limited to:
Practice Management
- Build trust and strong relationships with advisors and Keating team members to enhance collaboration and successful outcomes
- Manage full-scope projects, coordinating with collaborators across the company and the advisor's network. Partner with the entrepreneur on high-level strategic tasks to move ideas into action.
- Facilitate weekly team meetings and facilitate successful team implementation of the Entrepreneurial Operating System, including thoughtful
- Provide business development strategy and planning to support advisor goals.
- Field and manage the financial advisor's emails to maintain a streamlined, minimal inbox.
- Ensure organized delegation, coordination, and completion of client casework throughout the team.
- Coordinate with marketing partners to implement marketing plans for advisor team.
- Optimize team processes and deliverables.
- Track advisor educational and marketing expenses.
- Oversee a compliant documentation process in CRM systems for this advisor team's book of business.
- Handle sensitive information with the utmost trust and confidentiality.
- Complete timely client meeting scheduling and assist with meeting preparation and follow-up tasks as outlined.
- Provide general administrative support including mail, scanning, and running reports.
- Handle complex scheduling and travel arrangements for the advisors.
- Prepare for onsite meetings, ensuring refreshments, technology, and deliverables are prepared as applicable
- Serve as front reception support as part of the backup team for the office.
Bachelor's Degree- any disciplineExperience
Industry experience is not required but demonstrated basic project management and customer-facing experience is requiredDesired Skills and Mindset
- Strong prioritization skills to see the bigger picture and ensure the team's effectiveness and success.
- Ability to partner in high-level strategic thinking and implementation.
- Possesses an entrepreneurial mindset, embracing innovation, continuous improvement, and a growth mindset.
- Proactively anticipates needs and adapts to change to maintain project and client service momentum.
- Incredibly curious about people and their goals, eager to listen and to draw connections between ideas and available resources and tools to make the idea real.
- Collaborative team player who values cooperation to achieve positive outcomes.
- Dedicated to team success, adapting to varying workloads and shifting priorities as needed.
- Skilled with learning new technology and communication skills to support adoption by the team.
- Successful previous experience working directly with a business owner and "managing up".
- Highly organized, creating streamlined processes and effective management of information.
- Detail-oriented, ensuring accuracy in scheduling, communications, and information flow.
- Relates to the role of Stage Manager in a production-happy to take a behind-the-scenes role to ensure all details, processes, and timing of events happen seamlessly.
- Readily assumes new responsibilities and takes ownership to optimize team efficiency.
- Maintains the highest standards of trust, confidentiality, and reliability.
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