Practice Engagement Specialist

The Practice Engagement Specialist will work directly with clients to improve their business systems, processes, and talent growth. The role will provide coaching and consulting services to help advisors create capacity in their business, improve client onboarding, and more.

Requirements

• 5+ years of experience in consulting, coaching, and executing content strategies
• Excellent presentation skills, strong attention to detail, and ability to manage multiple priorities
• Proven success in partnering with senior leadership and incorporating feedback
• Strong relationship management within asset management/financial services for institutional and retail clients

Benefits

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan