Senior Practice Management Consultant
CurrentDevelop practice management solutions to help build high performing teams, streamline business processes, and assist advisors in developing deeper, long-term relationships with their clients.Work closely with Training & Development and other key partners to develop programs and sessions that assist in the development of the capabilities of client facing individuals in Private Wealth.Develop ways to measure the quantitative and qualitative impact of practice management engagements with our internal clients.Assist in the development of the practice management business strategy and action plan that is focused on key strategic priorities.