Assistant Director - Practice Management Consulting

Summary: Responsible for consulting to field leaders, advisors and teams, with additional complex consulting, communication, escalation, leadership, subject matter expertise, and presentation responsibilities.

Primary Duties & Responsibilities:

Consulting (70%):

• Consulting Level 1- 3 delivery and referral coordination: Triaging, delivering, and referring Practice Management Level 1-3 content and support.
• Consulting knowledge depth: Deep expertise in one or more of NM’s Practice Management content areas including human capital, transition/succession, practice efficiency, and/or related.
• Teams and Ensemble Platform: Ability to provide in-depth support for potential and operating teams and ensembles.
• Complex consulting quarterbacking and ownership: Quarterback complex consultations with field, field leaders, performance team members and home office, including industry partners when appropriate. Responsible for consult ownership, stakeholder communication, resolution, and documentation for future team reference.
• Team escalation point: Act as an escalation point within the team as a resource for complex cases.
• Consulting quality and continuous improvement: Leadership in helping the consulting team improve the client experience, overall quality of the interaction, best practice sharing and improvement opportunities. Proactively brings the voice of the field back and shares with other stakeholders to drive innovation and improvement.

Subject Matter Expertise (15%):

• Content : Coordinating with Practice Management Managers on content development, execution, communication, adoption, and gathering feedback. Act as an escalation point within the team for questions and content, coordinating with the Business owners and other areas for resolution, further escalating to others when required. Recognizes challenges and recommends process improvement.
• Project leadership: Proactively leads others in design and delivery of materials related to subject matter expertise, practice management and thematic/topical content. Includes education and coaching of team members on content, language, consistent usage and updates. Brings the voice of the team back for ongoing content improvement.
• External strategic partner coordination : Work with external strategic partners, acting as a main point of contact in content development, coordination and communication.
• Thought leadership: Developing thought leadership and furthering related strategy, content, resources and social media, incorporating outside financial services industry perspective and trends.

Strategy, Communication & Presentations (15%):

• Strategy: Participates in strategy development, communication and execution, occasionally representing and acting on senior leadership’s behalf. Works within ambiguity to help identify, clarify and create opportunities for strategic improvement.
• Field, field leadership, home office communication and engagement: Educate and communicate with partners regarding practice management tools and resources. Develop cross-functional relationships to create practice management advocates within the home office, the field, and field leadership.
• Presentation responsibilities: Create, lead, and facilitate conference calls, webinars, presentations, study groups and workshops within the home office, in the field, and with all levels of advisors and leadership.

Qualifications:

• Bachelor’s degree in business, finance, marketing, or related. MBA, CFA, CFP, or ChFC preferred.
• Formal coaching or consulting training and/or designation preferred.
• Seven years of progressively responsible experience in financial services consulting, sales, marketing, or related function, with experience in field-facing business consulting and management, within NM preferred.
• Three years of experience with industry practice management and/or Ensemble business model program preferred.
• Strong communication and presentation skills with ability to lead content design and delivery.
• Demonstrated ability to prioritize consulting and project work and make the outputs visible and transparent with both the client and key internal stakeholders.
• Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and third parties including senior leaders, consultants and external partners.
• High degree of self-motivation, self-starter, and leadership with initiative in sharing information, contributing towards group goals and accepting responsibility for results.

Compensation Range:

Pay Range - Start:

$102,060.00

Pay Range - End:

$189,540.00

Geographic Specific Pay Structure:

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