
Practice Management Professional
2 days ago
Job Overview
We are seeking a highly skilled Associate to join our Practice Management Team. This role will involve supporting research and business intelligence initiatives, engaging with clients, and ensuring the success of key projects.
Responsibilities :
- Manage global benchmark studies and surveys by handling data requests, assisting in study administration, and maintaining the study platform.
- Contribute to the collection, administration, and interpretation of study data.
- Lead complex PM initiatives, including coordinating with internal teams, developing messaging and training, and analyzing data.
- Collaborate with colleagues to design and build practice management tools and resources for advisors and aligned firms.
Requirements :
- Bachelor's degree.
- 1-4 years of professional experience.
- Strong team player with excellent communication and interpersonal skills.
- Able to work independently and collaboratively across internal teams.
- Excellent analytical, problem-solving, and time management skills.
- Detail-oriented with a strategic perspective.
- Proactive and customer-focused with ability to build trust and confidence.
What We Offer
We provide a comprehensive benefits package, educational initiatives, and cultural celebrations to support your well-being and career development.
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