Job Description

Family Legacy Wealth Partners is an independent wealth management practice dedicated to helping individuals and families make confident financial decisions while building lasting relationships rooted in trust, care, and exceptional service. Our vision extends beyond serving clients. We are building a high-performing team, an exceptional client experience, and a business that creates lasting impact for the families and communities we serve. Position Summary About Family Legacy Wealth Partners Family Legacy Wealth Partners is an independent wealth management practice dedicated to helping individuals and families make confident financial decisions while building lasting relationships rooted in trust, care, and exceptional service. Our vision extends beyond serving clients. We are building a high-performing team, an exceptional client experience, and a business that creates lasting impact for the families and communities we serve. Position Summary The Practice Manager/Practice Development Manager is a full-time, on-site leadership role based in Plymouth, MI. This person will serve as a strategic partner to the CEO and a key leader within the practice, helping the business operate with greater structure, accountability, and efficiency. This role is responsible for leading strategic initiatives, overseeing daily office operations, improving workflows, managing key resources and vendor relationships, supporting compliance-aware processes, and enhancing the overall client experience. This is not an administrative or coordinator position. It is a leadership role designed for someone who thrives in an entrepreneurial environment, takes ownership, and can turn ideas into clear plans, action, and results with minimal oversight. As a member of the leadership team, this person will help build the systems, processes, and operating rhythms needed for an evolving wealth management practice while ensuring both clients and team members are well supported. Key Responsibilities Serve as a trusted strategic partner to the CEO, helping translate vision into actionable priorities. Lead key business initiatives, projects, planning rhythms, and accountability processes. Manage office administration needs including vendor relationships, supplies, bill payment coordination, and expense documentation. Improve operational systems, workflows, communication, reporting, office management rhythms, and practice-wide efficiency. Coordinate marketing efforts and submissions, event materials, advertisements, social content, and client-facing communications through appropriate compliance review channels. Support compliance oversight by helping ensure office processes, client communications, marketing activity, and documentation practices align with firm standards. Manage change and cross-functional projects with clear timelines, ownership, and follow-through. Oversee growth efforts including client events, community partnerships, sponsorships, and marketing initiatives. Qualifications The ideal candidate will bring: 7+ years experience in financial services or professional services operations management, with strong organizational and time management skills. Demonstrated ability to manage office procedures, workflows, and administrative functions in a client-focused environment. Solid understanding of compliance, documentation standards, and best practices within a regulated industry; familiarity with wealth management or financial planning is preferred. Strong communication skills, including the ability to interact professionally with clients, advisors, and team members, and to handle sensitive information with discretion. Proficiency with office productivity software and CRM systems; comfort learning new technology platforms and tools. Ability to balance strategic thinking with hands‑on execution. Ability to lead and support staff, foster collaboration, and contribute to continuous process improvement. Bachelor’s degree in business or a related field, or equivalent professional experience; prior practice management or office management experience is highly beneficial. What Success Looks Like Within the first year, success in this role will include stronger team accountability, effective execution of business initiatives, and a consistently elevated client experience. Why Join Us? This is an opportunity to help shape the future of a growing independent advisory practice. The right person will have a meaningful voice in how we develop our team, strengthen our operations, grow our business, and serve families with excellence. #J-18808-Ljbffr

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