Practice Management Strategist

About the role

Accountabilities

Skills, experience & requirements

• Skills:
• Project & Program Management: Proven ability to lead complex, multi-stakeholder initiatives and drive cross-functional alignment.
• Data & Metrics Analysis: Strong analytical capability to interpret leading and lagging practice indicators, evaluate performance standards, and identify skill or capacity gaps.
• Communication & Stakeholder Engagement: Excellent written and verbal communication skills to develop targeted messaging, manage stakeholder expectations, and maintain alignment across teams.
• Consultative & Advisory Frameworks: Familiarity with practice management methodologies, advisory playbooks, and experience with external vendor integration
• AI & Modern Practice Literacy: Understanding of how artificial intelligence and emerging technologies apply to and support modern wealth management workflows.
• Experience & Requirements:
• A strong background in wealth management, practice management, learning, or program leadership.
• Proven success partnering with diverse groups—such as enterprise learning, senior leadership, and external vendors—to build and scale customized operational frameworks.
• Experience supporting or managing business pilots, change management initiatives, or capacity-building programs within financial services (specifically working with established advisor segments
• Post-Secondary Degree in Business, Commerce, Finance, Human Resources, Organizational Development, or a related field (or an equivalent combination of education and directly relevant professional experience).
• Certified Management Consultant (CMC), Project Management (PMP, CAPM), or Financial Services (CIRE, CFP, CIM) designations considered an asset.

Don’t meet all the requirements on the list?

• A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
• We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
• What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [email protected]
• Stay in touch We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn , Facebook and Instagram to learn more about what our team is up to.