Practice Development Specialist

Location: Texas

Job Description:

time type

Full time

job requisition id

R-100421

Job Description:

The Practice Development Specialist leads the firm's financial professional onboarding, training, and practice development efforts. This role will assist firm leaders with efforts to grow, provide services to Financial Professionals for overall support and enhance our commitment to the Financial Professionals' Client relationship.

 

Candidate Note: This role is a Hybrid role which will require an in-office presence in the Dallas area. 

Responsibilities

• Liaise with broker-dealer, firm leadership, and vendors to deliver and coordinate support for FPs with investments and other broker-dealer business, including brokerage, third-party asset managers, mutual funds, and variable products (life/annuity)
• Support new and existing financial professionals with broker-dealer systems and processes training to deliver an exceptional financial professional experience
• Team with firm leadership and broker-dealer transition team to provide direct support to new financial professionals during their transition to the firm
• Responsible for developing and coordinating training opportunities and schedule for the firm; including protection products (insurance), investments, and practice development programs
• Work with financial professionals to improve and grow their businesses by providing support in areas such as teaming, succession planning, and business continuity
• Serve as a resource and direct questions to the appropriate enterprise support groups.

Skills and Abilities

• Ability to work with others in a collaborative team environment
• Demonstrates initiative, self-motivation and excellent organizational skills, ability to set priorities, work under pressure, and meet deadlines
• Ability to communicate effectively in both verbal and written form
• Adaptable to a changing environment and flexibility around work assignments
• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
• Strong attention to details

Education

• Bachelor's Degree required
• FINRA licensing required (7/66 or 6/63)

Experience

• 5-7 years strong financial services industry experience required; preferably with a broker-dealer or comprehensive financial planning practice.
• Familiarity and experience with Broker-Dealer business processes (systems, processes etc.) required
• History of developing lasting relationships with Financial Professionals
• Successfully managed working in a hybrid work environment; comfort working others via virtual meetings and telephone

 

Salary Range - $100,000 - $125,000

 

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management.