What are the responsibilities and job description for the Financial Planning Practice Manager position at Transcend Practice Management?
Practice Manager
Location : Reston, VA; Full-time, hybrid
Salary : $100,000 – $120,000
We are a holistic financial planning firm based in Reston, VA with the privilege of managing over $220M in client assets. By combining retirement planning, investment management, tax planning, risk management, and estate planning with exceptional client service, we craft truly holistic financial plans for our clients which stand the test of time. The deep trust which we have earned from our clients is built on unwavering integrity and decades of proven mutual success, so we are excited to welcome a new team member who mirrors this dedication to service.
As a Practice Manager , you will partner directly with our firm’s leaders to create and execute management strategies, coordinate and implement special projects, support our team’s advisors and operations staff, and supervise daily office operations and business strategies alike. The ideal candidate will bring to the team a mixture of wealth management industry experience, project management savviness, executive presence, stellar written and verbal communication skills, and a track record of successful operational or administrative support to financial advisors.
Some of the values we look for in teammates include :
- Critical thinking and an ownership mentality over your own role and tasks
- Top notch organizational skills in managing objectives, schedules and tasks, all with different timelines and priorities
- A proactive, can-do attitude toward problem solving
- A willingness to solve any problem that impacts the team or our clients, no matter how large and complex or small and straightforward
- Combination of analytical thinking and soft skills
- Being a team player : we each orient ourselves around the mutual success of our whole team and every client
- The ability to collaborate with team members working in different areas of focus within our industry
- Sincere interest in the success of each client that we serve
- Adaptability to varied workflows and enthusiasm to take on ad hoc projects in service to the firm’s success
- Coachability : in addition to proven experience, we each seek to continuously improve ourselves while gracefully receiving constructive feedback
- Honesty and unerring dedication to doing the right thing every time
- An interest in continuing professional development while helping to coach others toward improvement in kind
Qualifications for this opportunity include :
As proud as we are of the business we’ve built and the service we offer to our clients, we take equal pride in our people, who make this success possible each day. We consider ourselves truly fortunate to be part of a team that celebrates collaboration and positivity. If you feel ready to find your new home while helping us continue to strengthen our business, then please don’t hesitate to reach out.
We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about this opportunity. We look forward to meeting you!
Salary : $100,000 - $120,000
