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Fidelity Bank · 1 month ago

Vice President Practice Management Consultant

Westlake, TX

Full-time

Hybrid

Senior Level, Lead/Staff

$130K/yr - $264K/yr

10+ years exp

Fidelity Bank is seeking a Practice Management Consultant to enhance advisor productivity and offer support to financial services firms. The role involves collaborating with various teams to provide insights and solutions that drive growth and efficiency for clients.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Engage Advisors with insights, tools, and workshops to help them more efficiently lead and grow their practice

Collaborate with firm home office personnel, helping them employ procedures and solutions to grow their business, build scale and efficiency, and provide valuable services to their advisors

Provide key insights on industry trends, the competitive landscape, new technologies and overall influencers such as changing investor and advisor demographics, consumer technology, and regulatory issues

Assess the quality and effectiveness of content and programs enabling continuous improvement and creation of new insights

Partner with the Relationship Management and Sales organizations to increase and deepen client engagements

Qualification

Practice management consultingBroker-dealerRIA experienceWealth management servicesBenchmarkingBest practicesSeries 7 certificationSeries 63 certificationAnalytical skillsCustomer-centric mindsetCommunication skillsStrategic thinkingProblem-solving skillsCollaboration

Required

Undergraduate degree or equivalent required

Advanced degree or equivalent experience desired

10+ years in the broker-dealer or RIA industry with experience delivering consulting and practice management programs and services

Experience with benchmarking and best practice studies

High familiarity with wealth management services within the financial services industry

Excellent communication and presentation skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience

Solid analytical, strategic thinking, and creative problem-solving skills

Embodies tenacious drive, collaboration, customer-centric mindset, and owning result

Travel Required (50%+)