Director, Practice Management Strategy and Enablement

The Director, Practice Management Strategy and Enablement plays a critical role in supporting financial planners as they build and lead successful practices. The role provides mentorship, resources, and tools to optimize planner workflows, elevate client experiences, and advance the strategic evolution of Practice Management across Edelman Financial Engines.

Requirements

• Drive the development and evolution of practice management strategy and implementation to help planners build successful practices.
• Collaborate with cross-functional leadership teams to ensure alignment with training needs, software, systems, and tools used in Practice Management and client relationship management, with a specific focus on Salesforce and related platforms.
• Partner with the Regional Directors & Advisors to develop business plans & action steps designed to achieve & surpass the KPIs.
• Align practice management principles with overall firm objectives to enable seamless integration and improved strategic outcomes.
• Lead organizational change efforts that improve planner adoption of new systems, processes, and client-experience frameworks across Wealth Planning
• Build and deliver scalable, beneficial frameworks and processes for planning teams.
• Utilize a consultative approach to deeply understand the needs of our planners, building trust and winning their hearts and minds
• Size, evaluate, and lead critical initiatives; report progress and insights to the cross-functional leadership team.
• Curate and develop retail go-to-market (GTM) strategy initiatives and materials.
• Streamline planner activities, improve operational efficiency, and standardize best practices based on planner segment needs.
• Build confidence and trust with the planner community through consistent partnership and enablement.
• Develop and facilitate workshops, planner offsites, and enablement events that strengthen consistency, planner capability, and client-experience outcomes

Benefits

• Discretionary bonus
• Health, dental, and other wellness plans
• 401(k) contributions