Practice Strategy, Associate/AVP
$70,000–$70,000 year
On-sitePurchase, New York, United States
Purchase, New York, United StatesOn-siteFull Time$70,000–$70,000 yearEntry LevelEnterprise
Full TimeEntry LevelEnterprise
Job Summary
Manage Practice Strategy initiatives by planning timelines, coordinating stakeholders, and executing in-person and virtual programming to drive Financial Advisor growth. Develop high-quality program narratives, design AI agents and automation solutions to streamline workflows, and oversee the governance of practice content and resources. Produce the Practice Strategy podcast, curate webpages, and fulfill ad hoc content requests while managing strategic outreach to Field Leaders and Advisor populations. Leverage program metrics to inform future events and deepen engagement across target populations.
Required Qualifications
- Bachelor's degree
- Exemplary communication and consulting skills
- Strong PowerPoint skills with ability to create polished, executive-ready presentations
- Program/project management skills; ability to manage multiple workstreams, stakeholders, and competing deadlines
- Comfort working with data/metrics; organized and analytical with strong attention to detail
- Experience with content management processes and governance
Desired Qualifications
- Two years+ related wealth management experience
- Understanding of Financial Advisor Practice Management themes
- Interest and aptitude in building AI agents/automation to improve team efficiency and scale impact
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