Asset & Wealth Management, Private Wealth Management, Advisor Practice Management, Vice President - Los Angeles

YOUR IMPACT
The Practice Management Vice President will play a pivotal role in driving the growth, efficiency, and scalability of our advisor franchises across Private Wealth Management (PWM). By partnering directly with Private Wealth Advisors, Regional Heads, and business leadership, this individual will act as a strategic consultant—coaching teams on business planning, organizational design, and operational excellence. Additionally, the Vice President will be instrumental in shaping the future of our talent pipeline by spearheading regional recruiting strategies and cultivating relationships with prospective advisor candidates. This role is best suited for a highly organized, relationship-oriented professional who enjoys partnering with stakeholders, solving complex business problems, and supporting advisor success at scale.
HOW YOU WILL FULFILL YOUR POTENTIAL
Partner with advisors to develop and refine business plans, growth strategies, and business development objectives
Share advisor best practices and facilitate knowledge exchange to support business growth and productivity
Consult with advisors on team structure, role definition, capacity planning, and organizational effectiveness
Help advisors identify opportunities to improve productivity, operational efficiency, and business scalability
Develop, maintain, and promote practice management tools, resources, and frameworks that support advisor success
Partner with Regional Heads and business leadership to identify business growth needs
Build and maintain regional recruiting pipelines through ongoing market engagement and relationship development
Cultivate relationships with prospective advisor candidates and maintain regular outreach to support long-term recruiting efforts