Managing Partner, Wealth Advisor

**Duties & Responsibilities**

Type of Role: Managing Partner, Advisory Practice Leadership

Area of Responsibility and Purview: Directs all local wealth management practice activities for Private Wealth Management

Role Specific Job Duties:

+ Lead a team of Wealth Advisors
+ Set the strategic direction and establish priorities of the local wealth advisor practice
+ Develop, manage, and execute on the business plan for the advisor practice
+ Establish KPI’s for the practice that will allow the team to measure and monitor success
+ Align resources in the practice with the business plan
+ Manage practice performance, regularly updating the associate 9-box and develop specific professional development plans for each wealth advisor
+ Continuously mentor wealth advisors on team, helping them adopt industry best practices

Function Specific Job Duties:

+ Responsible for managing the practice P&L
+ Meet regularly with team...

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