Practice Development Officer

Cerity Partners

. Support the growth and operational success of wealth management and specialty practices.

Posted 10/21/2026full-timeLos Angeles • California • United StatesSeniorLead💰 $225,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management, client relationship management, and strategic business planning. Proficient in marketing initiatives, operational effectiveness, and compliance within the financial services industry.

Highest-signal resume keywords

Wealth ManagementClient Relationship ManagementStrategic Business PlanningMarketing StrategiesProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Advisory Business ModelsFinancial ProductsClient Acquisition StrategiesLead GenerationData AnalysisFinancial Planning SoftwareCRM SystemsMarket ResearchP&L Performance AnalysisRegulatory Compliance

Soft Skills

Excellent CommunicationLeadership SkillsOrganizational SkillsEmotional IntelligenceProblem-Solving Abilities

Tools & Technologies

Marketing ToolsCRM SystemsFinancial Planning Software

Industry Keywords

Wealth Management PrinciplesBusiness DevelopmentPractice ManagementClient RetentionEmployee Relations

About the role

Key responsibilities & impact

Support the growth and operational success of wealth management and specialty practices.
Facilitate new business opportunities and enhance existing client relationships.
Drive marketing initiatives and ensure operational effectiveness.
Cultivate strong relationships with practice leaders.
Develop and execute strategies for client acquisition, retention, and revenue growth.
Facilitate lead flow and identify potential client opportunities.
Optimize practice lead flow and drive practice collaboration.
Research market trends, competitor strategies, and client demographics.
Provide suggestions on P&L performance, market trends, and new investment opportunities.
Support business plans and goal-setting for advisors.
Assist practices with marketing strategies, client messaging, email campaigns, social media, and events.
Coordinate marketing materials, client communications, and thought leadership content.
Help identify hiring needs and facilitate onboarding and training.
Provide guidance on employee relations, performance management, and professional development.
Collaborate on HR policies and best practices.
Support compliance with firm policies and regulatory requirements.
Implement operational improvements with shared services.
Create practice reporting and track metrics for acquisition, retention, and revenue growth.
Support onboarding and ramp-up of new practices.
Foster continuous growth and optimization within practices.

Requirements

What you’ll need

Bachelor’s degree in finance, business administration, marketing, or a related field.
10+ years of experience in wealth management, business development, practice management, or a related role.
Strong understanding of investment advisory business models, financial products, wealth management principles, client relationship management, and industry best practices.
Ability to develop and execute strategic business plans.
Strong organizational and project management skills.
Experience in marketing, client acquisition strategies, and lead generation.
Knowledge of human resources policies, hiring best practices, and employee relations is a plus.
Excellent communication, project management, and leadership skills.
Ability to analyze data and industry trends to drive strategic decisions.
Proficiency in CRM systems, marketing tools, and financial planning software.
Ability to travel up to 20%.
Experienced Wealth Advisor to high-net-worth clients.
Familiarity with regulatory requirements and compliance in wealth management.
Client-focused and goal-oriented.
High level of emotional intelligence, professionalism, integrity, and ethical standards.
Strong analytical and problem-solving abilities.
Adaptable and proactive in a fast-paced environment.
Applicants must be authorized to work for any employer in the U.S.

Benefits

Comp & perks

Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits