{"id":3049094,"url":"https://alion.io/job/cerity-partners-practice-development-officer-3","title":"Practice Development Officer","company":{"id":707444,"name":"Cerity Partners","domain":"ceritypartners.com","url":"https://alion.io/company/cerity-partners","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"staff","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Los Angeles, United States","San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":225000,"max":250000,"currency":"USD","period":"year","gross":null,"usd_annual":250000},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-21T00:00:00Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-11-09T04:31:55Z","board_verified":true,"closed_at":null,"days_open":19,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":19},"description":"Position Summary:\nThe Practice Development Officer will be responsible for supporting the growth and operational success of wealth management and specialty practices at Cerity Partners. This includes facilitating new business opportunities, enhancing existing client relationships, driving marketing initiatives, and ensuring operational effectiveness. The role requires a strategic liaison with demonstrated expertise in client, colleague, and operational success as well as a strong financial background to uncover and unlock opportunities across our growing firm.\nPrimary Responsibilities\nPractice Development, Relationship Management and Growth Support:Cultivate strong and trusted relationships with practice leaders.\nWork closely with practices to develop and execute strategies for client acquisition, retention and revenue growth within the practice.\nFacilitate lead flow by developing and implementing strategies to uncover new opportunities within unique and growing practices, optimizing internal processes and identifying potential client opportunities.\nUse central practice management systems to optimize practice lead flow from external sales team and drive practice collaboration as appropriate.\nResearch market trends, competitor strategies, and client demographics to enhance advisor outreach and engagement, and identify potential clients and new opportunities\nProvide suggestions and strategies on P&L performance, market trends, and new investment opportunities.\nSupport the development of business plans and goal-setting for advisors to improve practice efficiency and profitability\n\nClient and Prospect Communication & MarketingServe as a business development concierge for advisory practices, providing assistance to practices in refining their marketing strategies and creating messaging to effectively engage current and prospective clients.\nDevelop and implement client communication strategies, including email campaigns, social media presence, and event planning.\nCoordinate with internal marketing teams to create marketing materials, client email communications and thought leadership content to enhance client engagement\n\nPeople and Practice DevelopmentAssist practices in identifying hiring needs and help facilitate with internal groups the onboarding and training of new advisory personnel.\nProvide guidance on employee relations, performance management, and professional development.\nCollaborate with leadership to implement human resources policies and best practices that foster a productive and compliant work environment.\n\nOperational Support, Reporting and Strategic InitiativesHelp practices adhere to firm policies, regulatory requirements, and best practices to increase the efficiency and productivity of the practice.\nWork with shared services to identify and implement operational improvements that enhance practice efficiency.\nAssist with and create internal practice reporting and tracking of key performance metrics related to client acquisition, retention and revenue growth within the practice.\n\nPractice Integration:Support the onboarding and ramp up of new practices, ensuring they are well-versed in the firm's wealth management, central solutions and specialty practice offerings and client service standards.\nFoster a culture of continuous growth and optimization within practices.\n\nRequired Skills & Qualifications:\nBachelor’s degree in finance, business administration, marketing, or a related field.\n10+ years of experience in wealth management, business development, practice management, or a related role.\nStrong understanding of investment advisory business models, financial products, wealth management principles, client relationship management, and industry best practices.\nAbility to develop and execute strategic business plans.\nStrong organizational and project management skills.\nExperience in marketing, client acquisition strategies, and lead generation.\nKnowledge of human resources policies, hiring best practices, and employee relations is a plus.\nExcellent communication, project management, and leadership skills.\nAbility to analyze data and industry trends to drive strategic decisions.\nProficiency in CRM systems, marketing tools, and financial planning software\nAbility to travel up to 20%\nPreferred Qualifications:\nExperienced Wealth Advisor to high-net-worth clients.\nFamiliarity with regulatory requirements and compliance in wealth management.\nPersonal Attributes:\nClient-focused and goal-oriented.\nHigh level of emotional intelligence, professionalism, integrity, and ethical standards.\nStrong analytical and problem-solving abilities.\nAdaptable and proactive in a fast-paced environment\nCompensation Range:\n$225,000-$250,000\nWhy Cerity Partners:\nOur people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:\nHealth, dental, and vision insurance - day 1! \n401(k) savings and investment plan options with 4% match \nFlexible PTO policy \nParental Leave \nFinancial assistance for advanced education and professional designations \nOpportunity to give back time to local communities \nCommuter benefits \nCerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.\nCerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  must be authorized to work for any employer in the U.S.","description_format":"text","description_chars":5970,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave","Professional development","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-22T01:46:45Z"}],"visa":[],"liveness":{"score":77,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":0.9,"age_days":19,"expected_fill_days":41,"reasons":["conf:1","win:mid"],"computed_at":"2026-11-09T06:03:00Z"},"pay":{"stated_usd_annual":250000,"is_top_pay":true},"html_url":"https://alion.io/job/cerity-partners-practice-development-officer-3","json_url":"https://alion.io/job/cerity-partners-practice-development-officer-3.json","meta":{"generated_at":"2026-11-09T10:27:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11178,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":707444},"rest":"https://alion.io/mcp/rest/get_company?id=707444"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcerity-partners-practice-development-officer-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcerity-partners-practice-development-officer-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcerity-partners-practice-development-officer-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cerity-partners-practice-development-officer-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-practice-development-officer-3"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3049094}},{"tool":"search_jobs","arguments":{"company":"ceritypartners.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3049094},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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