The Practice Development Officer will be responsible for supporting the growth and operational success of wealth management practices at Cerity Partners. This includes facilitating new business opportunities, enhancing existing client relationships, driving marketing initiatives, and ensuring operational effectiveness. The role requires a strategic liaison with demonstrated expertise in client, colleague, and operational success as well as a strong financial background to uncover and unlock opportunities across our growing firm.
Required Skills & Qualifications:
10+ years of experience in wealth management, business development, practice develop ment, or a related role.
Strong understanding of investment advisory business models, financial products, wealth management principles, client relationship management, and industry best practices.
Deep k nowledge of control-side risk considerations, human resources policies, hiring best practices, and employee relations is a plus.
Preferred Qualifications:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
