This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
The Practice Management & Growth Consulting (PMGC) organization is focused on supporting advisors and their teams at every stage of the advisors’ lifecycle through programs, solutions, coaching and consulting. This role is part of the PMGC Program Development & Operations Department, which focuses on supporting PMGC with the strategic management, implementation, operations, growth and reporting of all PMGC programs and initiatives.
Job Responsibility:
Ensures the smooth and efficient functioning of Practice Management & Growth Consulting daily operations
Develops processes and systems for efficient program operations, consistent delivery, and scalability
Supervise, mentor, and evaluate operations staff, fostering a culture of teamwork and accountability
Establish efficient framework for the entire PMGC to leverage and benefit from
Monitor workflow, resource allocation, and project timelines to ensure targets are met
Identify areas for process improvement
lead initiatives to streamline operations and reduce costs
Coordinate cross-departmental projects, supporting communication and collaboration throughout the organization
Partner with PMGC Program Development & Operations Department leaders, and other program leaders, to deliver programs, manage participants, optimize capacity across the organization
Leverages a range of skills and expertise to implement streamlined and transformative solutions to complex operational challenges
Requirements:
Bachelor’s degree (B.A./B.S.) from four-year college or university
OR an equivalent combination of education, training, or experience
General Experience - 6 to 10 years
Manager Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Proven track record of leading teams and projects to successful completion, autonomously
Works at an advanced level to express ideas, request actions, formulate plans, processes & policies by means of clear and effective verbal communications
Facilitating strategic planning processes
Experience planning running and managing large scale projects – with overlapping timelines
Expertise in the creation, deployment, and maintenance of program deliverables
Works at an advanced level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve higher efficiencies. Typically works autonomously to lead results
Works at an advanced level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required
Nice to have:
Skills in AECRM, Eloqua, and Project Management preferred