Strategic Practice Lead
3 days ago
We are Odlum Brown Limited, a respected investment firm in the financial community. Our core values of Clients First, People, Accountability, Independence, Integrity and Community guide our actions and decisions. We are proud to have been recognized as one of Canada's Best Managed Companies and one of Canada's Most Admired Corporate Cultures.
We have an opportunity for a Head, Practice Management to join our award-winning firm in the Vancouver office. The ideal candidate will possess extensive knowledge of wealth management operations, a proven ability to implement industry best practices, and a passion for elevating both the client and advisor experience.
Key Responsibilities- Leadership – Inspire and motivate Investment Advisors and their teams to achieve optimal performance.
- Emotional Intelligence – Use emotions to support clients, people, and business objectives.
- Coaching and Mentoring – Develop skills in advisors to support professional growth.
- Advisory Practice Development – Guide Investment Advisors and teams to build and refine their practices.
- Performance Management and Coaching – Improve business management skills, sales processes, and client service techniques.
- Program Design and Implementation – Develop programs to improve advisor performance, practice profitability, and client satisfaction.
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- Proven experience (5+ years) in practice management within the financial services industry, with a focus on wealth management or investment advisory services.
- Strong analytical skills to interpret financial data and market trends.
Our estimated salary range for this position is $120,000-$180,000 per year, depending on experience. We also offer flexible work options, which enable our team members to maintain a healthy work-life balance. Our diverse and driven group of individuals genuinely care about each other and appreciate each other's contributions.
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