Practice Management Strategist

Role overview

Accountabilities

• Lead strategic meetings, support implementation, and coordinate stakeholders across teams.
• Customize practice management templates and playbooks for Private Investment Counsel and Private Banking.
• Analyze Practice Management Index and other indicators to identify skill gaps, performance needs, and standards.
• Assess and integrate AI applications to improve advisor efficiency and scalability.
• Develop pilot communications and integrate vendor data, advisor assessments, and metrics into internal systems.

Skills and experience

• Lead complex, multi-stakeholder initiatives and drive cross-functional alignment.
• Analyze practice indicators, performance standards, and skill or capacity gaps; communicate effectively with stakeholders.
• Familiarity with practice management methods, advisory playbooks, and vendor integration; understanding of AI in wealth management.

Experience and qualifications

• Strong background in wealth management, practice management, learning, or program leadership.
• Experience building operational frameworks with learning teams, senior leaders, and external vendors.
• Experience supporting or managing pilots, change initiatives, or capacity-building programs in financial services, particularly with established advisor segments.
• Post-secondary degree in Business, Commerce, Finance, Human Resources, Organizational Development, or related field, or equivalent education and relevant experience.
• CMC, PMP, CAPM, CIRE, CFP, or CIM designations are considered assets.

About ATB