Practice Manager

We are seeking an experienced and ambitious Practice Manager to help lead and scale a growing wealth management practice serving successful individuals, families, and business owners throughout Canada. This is more than an operations role. We're looking for someone who wants to help build a business, lead people, improve systems, drive marketing initiatives, and play a key role in the future growth of the practice. The successful candidate will become an integral member of our leadership team, helping create the capacity, accountability, and operational excellence needed to support continued growth. What You'll Own Business Operations & Leadership Lead the day-to-day operations of the practice Own workflows, systems, and operational processes Drive accountability and execution across the team Lead team meetings, planning sessions, and project initiatives Identify opportunities to improve efficiency, capacity, and profitability Protect advisor time by ensuring the right work is completed by the right people Marketing & Business Growth Own the annual marketing strategy and budget Lead client seminars, events, sponsorships, and community initiatives Oversee social media, website management, SEO, and digital marketing Coordinate video content, client communications, and engagement campaigns Support new client acquisition and referral growth strategies Team Leadership & Human Resources Lead hiring, onboarding, training, and team development Manage performance, accountability, and staff engagement Foster a collaborative, high-performing team culture Support ongoing growth and organizational development Client Experience & Practice Development Ensure a consistently exceptional client experience Oversee service standards, workflows, and client communication processes Coordinate planning opportunities and key business initiatives Continuously refine systems, roles, and processes as the practice grows Who We're Looking For You are a highly organized leader who enjoys building teams, solving problems, and making businesses run better. You thrive in fast-moving environments, take ownership of outcomes, and enjoy turning ideas into action. Ideal Qualifications Experience in operations management, business management, marketing, project management, HR, or a related leadership role Strong leadership, organizational, and communication skills Proven ability to manage people, projects, and competing priorities Experience leading change and driving continuous improvement Marketing, event management, and business development experience is considered an asset Experience in financial services, banking, insurance, real estate, or other professional service industries is preferred but not required. Investment and/or insurance license would be an asset but not required. Why This Role? This role offers a unique opportunity to help shape the future of a growing business. The successful candidate will have significant influence over operations, marketing, team development, and strategic initiatives. As the practice grows, so too will the scope, responsibility, and compensation associated with the position. Our long-term vision is for this individual to become the operational leader of the practice, overseeing day-to-day operations, driving business growth initiatives, and creating the capacity needed for advisors to focus on client relationships and growth. For the right candidate, there may also be future opportunities for equity participation within the practice. Compensation & Benefits Salary: $80,000 annual, negotiable based on experience and skillset Variable Compensation: Performance-based incentives aligned with key business drivers including growth, client experience, operational excellence, and team objectives Pension: 5% employer matching program Health Benefits: Available through shared-cost plan Work Flexibility: Flexible scheduling with occasional work-from-home opportunities Professional Development: Ongoing training and leadership development Career Growth: Significant advancement potential as the practice continues to grow Future Equity Opportunity: Potential for ownership participation for the right long-term candidate Location: Primarily in-person in Brandon and/or Onanole, Manitoba Cover Letters and Resume can be emailed to [email protected]

Lead day-to-day business operations, workflows, and team accountability to scale a wealth management practice. Drive marketing initiatives, client acquisition strategies, and human resources functions to ensure operational excellence.

Seeking an organized leader with experience in operations, marketing, or HR, preferably within professional services like finance or insurance. Strong leadership skills and the ability to drive continuous improvement are essential.

• Performance-based incentives • 5% Employer matching pension program • Shared-cost health benefits plan • Flexible scheduling • Professional development • Future equity opportunity

• Gestion de projetSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Operations Management
• Business Management
• Marketing Strategy
• Project Management
• Human Resources
• Team Leadership
• Client Experience Management
• Digital Marketing
• SEO
• Performance Management
• Strategic Planning
• Change Management
• Financial Services Knowledge
• Budget Management
• Onboarding
• Workflow Optimization

• Management & Leadership
• Finance & Accounting
• Marketing
• Human Resources
• Consulting

Expérience minimale

5+ ans

Postuler avant le

18 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Director

Mode de candidature

La candidature directe est offerte