What are the responsibilities and job description for the Senior Practice Manager position at Open Advisors, LLC?
Company Description
Open Advisors, LLC in Kirkland, WA, is a financial planning firm dedicated to helping successful executives, business owners, and their families plan for their future with courage, and flexibility. The company offers securities and investment advisory services through Osaic FA, Inc., a member of FINRA/SIPC, ensuring a high standard of financial expertise and accountability.
Role Description
This is a full-time hybrid role for a Senior Practice Manager at Open Advisors, LLC. The Senior Practice Manager will be responsible for overseeing daily operations, managing client relationships, coordinating financial planning services, and ensuring compliance with regulations. Managing processes to improve Client have the best experiences. Managing those processes and imputing them into CRM systems. Managing data in CRM systems to keep them up to date.
This role is based in Kirkland, WA, with the flexibility for some remote work.
Qualifications
- Financial Planning, Wealth Management, and Investment Advisory skills
- Client Relationship Management and Communication skills
- Experience in Compliance and Regulatory Requirements
- Leadership, Team Management, and Training skills
- Knowledge of Financial Software and Tools
- Strong Analytical and Problem-Solving skills
- Bachelor's degree in Finance, Business, or related field
- Certifications such as CFP, CFA, or Series 7 are a plus