Head of Wealth Practice Management

**Head of Wealth Practice Management**

This job owns end-to-end strategic development and execution of the client engagement model and programs designed to elevate the effectiveness, productivity, and client experience of wealth advisory teams across TW&A. This role serves as a key architect defining how our advisors grow, operate, and deliver holistic financial guidance to clients, and shaping the future state of the Wealth business over a multi-year horizon. This role partners extensively with Wealth functional leadership, including Distribution, Products, Advice & Planning, Training, Coaching, Communications, and Change Management.

**Key Responsibilities and Duties**

+ Defines, develops and enhances the client engagement model, including practices for advisors meeting with current clients as well as managing referrals and prospects.
+ Establishes and oversees the development of scalable practice management programs covering business planning & book mana...