Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 2 days ago

Practice Development Officer

Cerity Partners87 open roles

Where
Los Angeles CA
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowPractice Development OfficerCerity Partners · Los Angeles CA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Cerity Partners's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.9% of postings close within 7 days. Measured by our own scanner across the market. Cerity Partners postings stay open a median of 43 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.9%7 days
  4. 18.6%14 days
  5. 35.6%30 days
  6. 45.1%60 days
This job: posted 2 days ago

Cerity Partners median: 43 days open

The posting

Position Summary:

The Practice Development Officer will be responsible for supporting the growth and operational success of wealth management and specialty 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.

Primary Responsibilities

  • Practice Development, Relationship Management and Growth Support:Cultivate strong and trusted relationships with practice leaders. Work closely with practices to develop and execute strategies for client acquisition, retention and revenue growth within the practice. Facilitate lead flow by developing and implementing strategies to uncover new opportunities within unique and growing practices, optimizing internal processes and identifying potential client opportunities. Use central practice management systems to optimize practice lead flow from external sales team and drive practice collaboration as appropriate. Research market trends, competitor strategies, and client demographics to enhance advisor outreach and engagement, and identify potential clients and new opportunities Provide suggestions and strategies on P&L performance, market trends, and new investment opportunities. Support the development of business plans and goal-setting for advisors to improve practice efficiency and profitability
  • Client and Prospect Communication & MarketingServe as a business development concierge for advisory practices, providing assistance to practices in refining their marketing strategies and creating messaging to effectively engage current and prospective clients. Develop and implement client communication strategies, including email campaigns, social media presence, and event planning. Coordinate with internal marketing teams to create marketing materials, client email communications and thought leadership content to enhance client engagement
  • People and Practice DevelopmentAssist practices in identifying hiring needs and help facilitate with internal groups the onboarding and training of new advisory personnel. Provide guidance on employee relations, performance management, and professional development. Collaborate with leadership to implement human resources policies and best practices that foster a productive and compliant work environment.
  • Operational Support, Reporting and Strategic InitiativesHelp practices adhere to firm policies, regulatory requirements, and best practices to increase the efficiency and productivity of the practice. Work with shared services to identify and implement operational improvements that enhance practice efficiency. Assist with and create internal practice reporting and tracking of key performance metrics related to client acquisition, retention and revenue growth within the practice.
  • Practice Integration:Support the onboarding and ramp up of new practices, ensuring they are well-versed in the firm's wealth management, central solutions and specialty practice offerings and client service standards. Foster a culture of continuous growth and optimization within practices.

Required Skills & Qualifications:

  • Bachelor’s degree in finance, business administration, marketing, or a related field.
  • 10+ years of experience in wealth management, business development, practice management, or a related role.
  • Strong understanding of investment advisory business models, financial products, wealth management principles, client relationship management, and industry best practices.
  • Ability to develop and execute strategic business plans.
  • Strong organizational and project management skills.
  • Experience in marketing, client acquisition strategies, and lead generation.
  • Knowledge of human resources policies, hiring best practices, and employee relations is a plus.
  • Excellent communication, project management, and leadership skills.
  • Ability to analyze data and industry trends to drive strategic decisions.
  • Proficiency in CRM systems, marketing tools, and financial planning software
  • Ability to travel up to 20%

Preferred Qualifications:

  • Experienced Wealth Advisor to high-net-worth clients.
  • Familiarity with regulatory requirements and compliance in wealth management.

Personal Attributes:

  • Client-focused and goal-oriented.
  • High level of emotional intelligence, professionalism, integrity, and ethical standards.
  • Strong analytical and problem-solving abilities.
  • Adaptable and proactive in a fast-paced environment

Compensation Range:

$225,000-$250,000

Why Cerity Partners:

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:

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Cerity Partners's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Cerity Partners's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Cerity Partners's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.