Director of Practice Management - Pittsford
3 days ago
Job summary
Wealth management firm based in Pittsford NY seeking senior Director of Practice Management to serve as second-in-command to President and Lead Advisor.Key Responsibilities include overseeing day-to-day operations ensuring smooth functioning across client service operations and internal workflows driving operational efficiency resource optimization systematizing documenting organizing policies procedures workflows SOP development identifying gaps inefficiencies unfinished initiatives seeing them through to completion overseeing strategic partnerships vendor relationships providing hands-on support clients client service functions needed ensuring consistent high-quality client-centric service delivery collaborating team clients implement service standards execution best practices managing meeting follow-ups task delegation accountability after client interactions serving leader mentor team maintaining collaborative respectful culture taking ownership work delegation follow-ups internal accountability supporting President coaching mentoring guiding team members handling difficult sensitive conversations staff professionalism care assisting managing compliance procedures relationships partnering President organic growth initiatives across New York Florida offices supporting evaluation execution potential acquisitions mergers strategic partnerships advancing projects important delayed due day-to-day demands providing operational support long-term growth planning firm scales
Job description
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