The Practice Manager is a key contributor to the success of the Financial Advisors' practice by providing exceptional client and office services, operational excellence, marketing execution and administrative support. This role includes both client relationship management, field operations support and marketing
execution/practice management to support a growing and dynamic advisory business.

The Practice Manager, with proper licensing, will proactively identify opportunities to introduce clients to relevant life, health, and retirement solutions providing initial guidance and referral to the sales team. The Practice Manager ensures seamless execution of all marketing initiatives, outstanding client experience and service as well as effective administration and management of daily operations. Collaboration with various departments and the ability to operate with minimal supervision while making informed decisions is critical to success.

• Client Engagement and Relationship Management
• Act as a forward-facing representative of the office for client relationships, building trust and rapport with clients and new prospects on behalf of the team. Ensure proactive scheduling, confirmation of and preparation for materials to support client appointments and meetings.
• Manage and optimize the Client Relationship Management (CFP) system (Salesforce), ensuring accurate and timely input of client data and correspondence. Facilitate "care calls", weekly client touch-points, client appreciation events, follow-ups to maintain and enhance client satisfaction, outbound campaign mailers, and other client relationship systems for integration across the client relationship.
• Execute the conservation program by contacting clients to discuss payment options, upsell opportunities and partnering with sales associates to retain business.
• Marketing and Practice Management Operations
• Collaborate with home office marketing and home office compliance to drive local brand campaigns and maintain updated, compliant marketing materials. Complete all necessary pre-event forms for complance approval as well as event scheduling, budgeting, planning and execution.
• Oversee the administration and management of the Client Circle tool for targeted client outreach and referral acquisition.
• Coordinate and manage community functions, such as Chamber of Commerce event, to enhance visibility and networking opportunities. Organize and manage appreciation events, including logistics and communications.
• Lead the planning and execution of quarterly value-added mailers to clients and prospects.
• Administrative and Operational Excellence
• Ensure accurate and efficient processing of new business paperwork, tracking applications from submission to completion in order to maintain office brokerage and insurance compliance.
• Monitor client files for required content as well as efficient storage, retention, and purge guidelines as outlined by compliance requirements; includes scanning or supporting in person brokerage audits.
• Continuous Improvement and Contribution
• Identify areas for operational process improvements and make recommendations to management.
• Stay informed about evolving industry trends and incorporate.
• Support cross-functional projects and other duties as assigned.
• Performs other duties as assigned.
• Complies with all policies and standards.

• Bachelor's Degree Business, Marketing or related field, or commensurate professional experience.
• Exceptional verbal and written communication skills to engage clients effectively.
• Proven ability to manage multiple projects and tasks with high accuracy and attention to details.
• Strong organizational and time-managements abilities.

• Demonstrated experience in customer service, problem resolution, and relationship.

• Adaptability to changes in procedures, policies, and business needs.

• Proficient in Microsoft Office 365, Salesforce, and various processing systems.

• Life and Health Insurance License in home state Life & Health license within 90 Days.

• FINRA Licenses Series SIE, 6 and 63 (within 2 years of hire).

Work Setting/Position Demands:

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.
• Associate must be able to operate a motor vehicle for short and/or long distances.
• Associate must be able to travel via car.
• Occasional after-hours work needed.
• Routine and/or extended after hours work needed.

Travel Requirements:

• 20% travel Typically, local travel within 50 miles - workday, evenings and weekends.