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 firms leaders to create and execute management strategies, coordinate and implement special projects, support our teams 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 discretion
• 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 in across multiple departments in unison
• Sincere interest in the success of each client that we serve
• A proactive, can-do attitude toward problem solving
• Adaptability to varied workflows and enthusiasm to take on ad hoc projects in service to the firms 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:

• 5 years of experience in the wealth management industry in an operations management or high-level administrative support function
• Experience in supporting financial advisors directly, especially in the context of practice management or project management
• Bachelors degree
• FINRA Licenses or other relevant designations a plus
• Impeccable written and verbal communication skills: the ability to speak directly, clearly, and concisely both in-person and in emails is critical
• Outstanding interpersonal skills
• A strong understanding of holistic financial planning and the ability to communicate effectively with both team members and clients about industry fundamentals
• Excellent technical and technological aptitude
• Meticulous attention to detail
• Strong experience in relevant technologies such as Microsoft Office suite, CRMs, calendar management, and other communication tools

As proud as we are of the business weve 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 dont 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