Found Description
Lead the evolution of financial advisory practices as Senior Director of Advisor Development at CI. This role specializes in strategic education and practice management solutions.
As a pivotal player in CI’s practice management efforts, you will create and implement programs that empower financial advisors and enhance their operational effectiveness. The position reports directly to the Head of Practice Management, focusing on business strategy and growth. Your leadership will ensure that CI’s offerings resonate with key channel partners and maximize engagement.
Key Responsibilities:
• Act as a consultant on business models and segmentation
• Design innovative educational content for advisors
• Provide thought leadership on industry trends
• Facilitate high-impact workshops and presentations
• Develop strategies for improved partner relationships
Requirements:
• 8+ years in the financial services industry
• Background in business, marketing, or education
As a pivotal player in CI’s practice management efforts, you will create and implement programs that empower financial advisors and enhance their operational effectiveness. The position reports directly to the Head of Practice Management, focusing on business strategy and growth. Your leadership will ensure that CI’s offerings resonate with key channel partners and maximize engagement.
Key Responsibilities:
• Act as a consultant on business models and segmentation
• Design innovative educational content for advisors
• Provide thought leadership on industry trends
• Facilitate high-impact workshops and presentations
• Develop strategies for improved partner relationships
Requirements:
• 8+ years in the financial services industry
• Background in business, marketing, or education
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