Practice management consultant job description

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.

Concourse Financial Group Securities is hiring an Internal Practice Management Consultant (IPMC) to work with the Practice Management team who is tasked with managing, growing, and retaining financial professional relationships by implementing sales strategies, practice solutions, and business tactics. The IPMC will consult with financial professionals, branch managers, and BGAs on utilizing the resources and services offered through the firm, as well as, with our partners and vendors to help them achieve the goals and objectives of their businesses.
Responsibilities:Implement all new Practice Management initiatives.Work with financial professionals to leverage the use of data for their businesses.Conduct research; create and write content; discover resources for webinars, weekly digest, on-demand library, etc. Create tools (workbooks, guides, white papers, checklists, etc.) for financial professionals.Update the Business Development / Practice Management Webpage on Advisor Portal.Serve as the primary point of contact for non-Concourse Elite financial professionals.Assist with meetings and conferences held for financial professionals.Schedule and facilitate a regular cadence of webinars for financial professionals.Assist with running and maintaining a succession and contingency planning program for financial professionals.Facilitate and implement study groups and networking groups.Engage with PM and Concourse Financial team members to formalize initiatives and solutions that will drive sales across all product lines. Work closely with the firm's planning and advisory platforms to connect financial professionals to those resources and guide them appropriately through the utilization of those services to benefit their business. Assist with the leadership, direction, organization, oversight, and fiscal awareness to evolve Concourse Financial Group Securities into a leading broker/dealer for independent financial professionals, enterprise branch managers, and hybrid and independent RIAs.
RequirementsPrefer 5 years' experience in Financial Services Bachelor's degree in Business Administration, Marketing, Communication or other related fields or industry equivalent Prefer FINRA Series 6/7 and 65/66 licenses Strong written and verbal communication skills Strong understanding of Technology and use of data in Concourse Financial Group Securities business Strong analytical skills to assess business valuations Understanding of Succession and Contingency planning for financial professionals Understanding of Concourse Financial Group Securities business and brand Availability to travel on a limited basis as needed by Practice Management Consultant Experience with using social media platforms for marketing Affiliation(s) and knowledge of professional development opportunities and organization in the areas of: Professional B2B Recruiting (sales), Marketing, and/or Financial Services
Employee Benefits:
We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.

Diversity and Inclusion:
At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.

We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders who develop potential and embrace unique skills and abilities. Our aim is to create an equitable and accountable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.

**National Toll Practice Consultant**

**Who We Are**

At WSP, we are driven by inspiring future-ready pioneers to innovate. We're looking to grow our teams with people who are ready to collaborate in building communities and expanding our skylines. To do this, we hire candidates of all experiences, skillsets, backgrounds and walks of life. We actively foster a work environment and culture where inclusion and diversity is part of our fundamental structure. This is delivered behaviorally, through our policies, trainings, local partnerships with professional diverse organizations, internal networks and most importantly with the support and sponsorship of our leaders who help drive our commitment to an inclusive, diverse, welcoming and equitable work environment. Anything is within our reach and yours as a WSP employee. Come join us and help shape the future!

**This Opportunity**

WSP is currently initiating a search for a **National Toll Practice Consultant** to provide strategic direction and overall leadership in achieving budgeted business development outcomes, building and fostering strong client and stakeholder relationships with an overall focus on growth and expanding our market leadership.

The National Toll Practice Consultant will possess a balanced commercial, strategic and business development mindset and the ability to drive an integrated strategy that combines advisory, planning, design engineering, program management and construction management professional services. We seek to be an industry leader and trusted advisor, -- driving business growth with a commitment to client and commercial success. These will be important objectives for this position.

The position will report to the **WSP National Director of Tolling Services** and can sit out of any mutually agreed WSP USA office.

**Your Impact**

A key part of this role is for the National Toll Practice Consultant will collaborate with the firms regional and local leadership to implement client engagement and business development strategies that are focused on growing our presence and ability to deliver strategic and technical solutions for our tolling and related clients.

The National Toll Practice Consultant will also engage with our technical experts to develop the full suite of relevant client services. A limited number of tolling specialists may directly report to the National Toll Practice Leader. Most services will be provided by technical resources that reside throughout WSP's Transportation and Advisory businesses and are readily available in a collaborative matrix model.

**Business Development**

+ Represent the firm in the market through involvement in client and industry events and associations to promote intelligence gathering and pipeline development

+ Manage promotional and proposal material development

+ Develop new business leads

+ Develop strategic alliances and project partners to secure new work

+ Lead strategic project pursuits

+ Participate in negotiations to secure contract awards

**Strategic Leadership**

+ Anticipate medium and long-term client needs and industry dynamics

+ Comfort with changing market conditions

+ Crafts program delivery strategies with owners and policy makers, and implementation plans to achieve desired outcomes

+ Confident and creative problem solver willing to propose innovative ideas

+ Partner who solicits, assesses and adopts creative ideas from other participants

**Business Performance**

+ Act as a key contributor and business advisor to the Regional Team

+ Lead the delivery on tolling aspect of projects across the US

**Leadership**

+ Enthusiastic and inspiring style

+ Show significant commitment to the company and the requirements of the role

+ Manage and lead through others

+ Includes the view of others in decisions, comfortable with group decision-making

+ Adjusts quickly to changing priorities and conditions

+ Able to cope effectively with complexity and change

+ Expects personal performance and team performance to be nothing short of the best.

+ Communicate ideas clearly across multi-regional teams

**Who You Are**

**Required Qualifications**

+ The position requires BA/BS degree in Engineering, Planning, Architecture, Business, or equivalent technical discipline, proven track record of successfully growing a program, team or initiative in tolling

+ Minimum 12 years of transportation consulting/engineering experience, including at least five years of successful experience in delivery of tolling technical work

+ Specific regional expertise in Transportation and established relationships with local teaming partners and key client decision makers Demonstrated experience in leading and winning large strategic pursuits.

+ Excellent communication skills (presenting and writing)

+ Organized, self-starter with a strong entrepreneurial spirit

+ Exercise responsible and ethical decision-making regarding company funds, resources and conduct and adhere to WSP's Code of Conduct and related policies and procedures

+ Proven track record of upholding workplace safety and ability to abide by WSP's health, safety and drug/alcohol and harassment policies

**Compensation and Benefits**

WSP provides a comprehensive suite of benefits including medical, dental, vision, disability, life, and retirement savings focused on a providing health and financial stability throughout the employee's career.

Expected Salary: $134,986- $245,000

WSP USA is providing the compensation range and general description of other compensation and benefits that the company in good faith believes it might pay and/or offer for this position based on the successful applicant's education, experience, knowledge, skills, and abilities in addition to internal equity and geographic location. WSP USA reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant's sex or other status protected by local, state, or federal law.

\#LI-AS1

**Additional Requirements**

+ To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

**Additional Details**

+ **Travel Required:** 60%

+ **Job Status:** Regular

+ **Employee Type:** Full

+ **Primary Location:** CHICAGO - 30 N LASALLE ST

+ **All locations:** US-CA-San Francisco, US-CO-Denver, US-DC-Washington, US-FL-Fort Lauderdale, US-FL-Miami, US-FL-Orlando, US-FL-Tampa, US-IL-Chicago, US-LA-New Orleans, US-MA-Boston, US-MD-Baltimore, US-MI-Detroit, US-MN-Minneapolis, US-MO-Kansas City, US-NC-Charlotte, US-NC-Mooresville, US-NC-Raleigh, US-NJ-Jersey City, US-NJ-Lawrenceville, US-NJ-Morris Township, US-NJ-Mount Laurel, US-NJ-Newark, US-NJ-Upper Saddle River, US-NY-Albany, US-NY-Buffalo, US-NY-Hawthorne, US-NY-Long Island City, US-NY-New York, US-NY-Troy, US-NY-Valhalla, US-OH-Cleveland, US-OH-Columbus, US-PA-Philadelphia, US-PA-Pittsburgh, US-Remote, US-VA-Arlington

**About WSP**

WSP USA is the U.S. operating company of WSP, one of the world's leading engineering and professional services firms. Dedicated to serving local communities, we are engineers, planners, technical experts, strategic advisors and construction management professionals. WSP USA designs lasting solutions in the buildings, transportation, energy, water and environment markets. With more than 12,000 employees in over 200 offices across the U.S., we partner with our clients to help communities prosper. www.wsp.com

WSP provides a flexible, agile and hybrid workplace model while meeting client needs. Employees are also afforded a comprehensive suite of benefits including medical, dental, vision, disability, life, and retirement savings focused on providing health and financial stability throughout the employee's career.

At WSP, we want to give our employees the challenges they seek to grow their careers and knowledge base. Your daily contributions to your team will be essential in meeting client objectives, goals and challenges. Are you ready to get started?

WSP USA (and all of its U.S. companies) is an Equal Opportunity Employer Race/Age/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability or Protected Veteran Status.

The selected candidate must be authorized to work in the United States.