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Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
SUMMARY:
The Practice Management Program Manager will play a pivotal role in the evolution of our operating model & the value that our Advisors bring to our clients. This role is responsible managing several cross-functional Practice Management working groups focused on training design, tool usage/reporting, change management, and cross department communication to name a few. The Program Manager will also serve as the liaison between Allworth and external vendors that provide capabilities augmenting our value proposition. This position pays a base up to $105,000 plus annual bonus potential up to 10%.
DUTIES AND RESPONSIBILITIES:
- Project manage multiple Practice Management cross-functional teams to work through and execute against key strategic priorities
- Maintain project level tracking for the 4 core buckets of responsibilities for the Practice Management department
- Elevating the Financial Planning expertise of our Financial Advisors
- Advisor Education
- Advisor Product Adoption
- Advisor Practice Management
- Become a subject matter expert on our Practice Management tools and manage the relationships with the vendors we partner with (such as Money Guide Pro, Holistiplan, and Wealth.com to name a few)
- Develop & maintain field tool usage & adoption reports
- Aid the Head of Practice Management with the organization and rollout of new Advisor training related initiatives
- Manage the content in the Practice Management Library to ensure materials are easily accessible & up-to date
QUALIFICATIONS:
- 3+ years of practice management experience and/or 3+ years of project management experience and/or 2+ years of training experience within a financial services/wealth management company
- Proven track record of successfully managing projects from inception to completion.
- Strong understanding of project management methodologies and tools (e.g., Agile, Scrum, Waterfall).
- Excellent leadership, communication, and interpersonal skills.
- Strong problem-solving skills and ability to work under pressure
- Strict attention to detail with high quality results
- Ability to effectively organize and manage multiple initiatives simultaneously
- Proficient in project management software (e.g., Microsoft Project, Asana, Trello).
- Experience creating training plans and materials
- Proficient computer skills, Microsoft Office Suite (Word, PowerPoint, Outlook, Excel), and proficient in project management software (e.g., Microsoft Project, Asana, Trello).
- Series 65 or combination Series 7 and Series 66 licenses are preferred
BENEFITS
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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