Senior Practice Management & Teams Consultant

Job Summary

Job Description

What is the opportunity?

The Senior Practice Management & Teams Consultant will work with advisors and teams to foster an organized, systematic approach to effective team development. Guide top-tier and mid-tier producing advisors and teams through all things practice development and teaming – business planning, segmentation, value proposition, client experience, service models, building a brand, effective client communication, teaming for transition, team health and dynamics. Assess and guide practices in creating and implementing their teaming, practice development plans and transition plans. Aid in creating, executing, and measuring the results of growth strategies. The Senior Practice Management & Teams Consultant will develop and lead workshops and other consulting, coaching and training activities as determined by the needs of the firm, complex, branch and/or practice.

What will you do? 

• Serve as a mediator, facilitator, and consultant to advisors and teams through a process which focuses on team health and dynamics in addition to practice efficiency, growth, effective communication, team leadership, transition, and successful retirement.

• Provide coaching and consulting expertise in the areas of teaming, teaming for transition, practice transitions, book of business review, business planning, segmentation, value proposition, service models, building a brand, and effective communication.

• Work with internal partners and field leadership teams to identify and work with target advisors and teams.

• Proactively identify opportunities for increased effectiveness and efficiency within targeted practices, engage team members, and provide coaching related to those specific opportunities

• Act as a resource to field leadership relative to all things teaming, practice business development and transitions.

• Identify, manage and execute on strategies and initiatives that support successful advisor transitions.

• Be a subject matter expert and resource broker to advisors in every stage of transitioning their books.

• Partner with RBC’s Strategic Compensation team to collaborate on strategies leading to effective and smooth advisor transitions.

• Collaborate with members of the Field Advancement and Corporate Communications teams to promote RBC’s transitioning resources and support to both internal and external audiences.

• Document activities and engagements within RBC’s CRM.

• Identify areas of greatest need among advisors and teams, and develop strategies to address those needs.

• Work closely with other members of the team to share best practices and to discuss challenges and solutions.

• Contribute to the use of metrics, benchmarks, and regular reporting to track progress and business results for coaching engagements and other department initiatives.     

What do you need to succeed?

Must Have 

• Four-year college degree or equivalent work experience

• Financial services or investment industry experience

• Coaching and consulting experience

• Ability to learn new systems quickly and independently

• Proven dedication to and focus on client service and satisfaction

• Organizational health and team development experience

• Strong communication and organizational skills

Nice to Have

• 15+ years of experience in coaching and consulting financial advisors

• Project management experience

• Change management experience

• Industry licenses/and or certifications

• Familiarity with the DISC behavioral assessment tool

• Ability to influence up and across the organization

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.

• Leaders who support your development through coaching and managing opportunities.

• Ability to make a difference and lasting impact.

• Work in a dynamic, collaborative, progressive, and high-performing team.

• Opportunities to do challenging work.