JOB SUMMARY:

My client, one of the largest independently owned employee benefits brokerages, is seeking a highly organized and client-focused professional to join their team as a Practice Manager. This individual will play a key role in managing and enhancing clients’ experiences. The role requires a proactive mindset, exceptional communication skills, and the ability to collaborate with internal stakeholders and external advisors to ensure a seamless, white-glove client experience.

QUALIFICATIONS:

• Bachelor’s degree in Business Administration or related field preferred
• Life & Health License (Required to obtain in year 1)
• Series 65, Series 6 or 7 Licenses (preferred, or ability to obtain)
• 5+ years in wealth management, financial advisory, or private client services
• Strong knowledge or financial services, trust/estate structures, and investment operations
• Exceptional organizational, communication, and relationship management skills
• Proficient in CRM, reporting tools, and financial systems (PeopleSoft, Salesforce, etc.)
  Job Type: Full-time
  Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Financial services: 5 years (Preferred)
• Wealth management: 5 years (Preferred)

License/Certification:

• Life & Health Insurance License (Preferred)

Ability to Commute:

• Towson, MD 21204 (Required)

Ability to Relocate:

• Towson, MD 21204: Relocate before starting work (Required)

Work Location: In perso

• Serve as a primary point of contact for clients, providing relationship management, operational support, and proactive service
• Coordinate and prepare for client meetings, manage follow-up items, and maintain all associated documentation
• Liaise with external advisors (attorneys, CPAs, estate planners) to ensure a cohesive client experience
• Oversee account onboarding, maintenance, transfers, and complex entity servicing (trusts, partnerships, LLCs)
• Collaborate with Wealth Advisors on financial planning and investment strategies
• Monitor and ensure compliance with internal controls and audit protocols
• Support internal reporting and contribute to process improvements and operational efficiency
• Act as compliance lead for annual audits and internal reviews