Director of Practice Management

2TITLE: Director of Practice Management

REPORTS TO: National Director of Advisory

LOCATION: Remote or hybrid, US-based

COMPENSATION: $250,000-$300,000 base, commensurate with experience

TRAVEL: Periodic

STATUS: Exempt

Harrison Gray Search is partnering with a nationally recognized, fee-only, majority employee-owned RIA to identify a Director of Practice Management. Our client is scaling rapidly through both organic growth and an active M&A strategy, and this role owns the enterprise operating standards that keep advisor practices consistent, coachable, and scalable across a growing national footprint. It reports directly to the National Director of Advisory and manages a dedicated Analytics Manager.

Position Summary

As the firm scales through organic growth and acquisitions, ensuring clarity, consistency, and operating discipline across advisor practices is a strategic imperative. The Director of Practice Management is an enterprise leadership role responsible for defining, owning, and evolving firmwide advisor operating standards that enable scalable growth while preserving regional and advisor-level flexibility.

This role sets the enterprise operating model for advisory practices. Execution, coaching, and local adoption are owned by regional leadership and field leadership. Therefore, this role will:

• Define, document, and maintain enterprise-owned operating standards that are broadly understood, and ensure they are embedded into regional leadership coaching rhythms and planning cycles
• Improve the impact and consistency of advisor practices, evidenced by reduced variability in planning, production, and operating behaviors
• Act as the point of accountability for advisory practice analytics while partnering with regional leadership, Corporate Finance, and Business Analytics teams to ensure analytics reliability and structured frameworks guide decisions and processes
• Establish clear guardrails and minimum standards for advisory practices firmwide
• Ensure advisor programs and initiatives launch with defined owners, timelines, adoption expectations, and post-launch measurements

Duties and Responsibilities

Operating Standards

• Define, document, and maintain firmwide advisor operating standards and best practices, with focus on day-to-day advisor workflows, planning cadence, and operating discipline
• Establish clear guardrails and minimum standards while allowing flexibility within defined frameworks
• Own and evolve advisor standards to support consistency across legacy and newly acquired firms
• Partner with regional leadership to ensure standards are clearly communicated, coachable, and scalable
• Continuously evaluate standards to ensure they remain practical, relevant, and aligned with firm strategy

Enterprise Strategy & Frameworks

• Serve as a strategic thought partner to senior advisory leadership on advisor-related initiatives and enterprise priorities
• Own and evolve the firm's annual advisor business planning frameworks and supporting tools
• Partner on advisor compensation modeling, providing structure, scenario analysis, and decision support
• Help design and support rollout of major advisor-facing initiatives, ensuring clarity of intent, sequencing, and expectations
• Elevate decision-making by grounding discussions in structured frameworks and reliable data

Analytics Leadership

• Directly manage and provide leadership to the Analytics Manager
• Set analytical priorities and ensure alignment between analytics output and business needs
• Ensure advisor-related dashboards, reports, and models are accurate, trusted, and decision-ready
• Act as the point of accountability for analytical clarity and transparency related to advisor performance, planning, and compensation
• Partner cross-functionally with Finance and Business Intelligence teams to ensure strong data integrity and alignment

M&A Integration & Scalability

• Support faster, more consistent integration of acquired firms through standardized advisor operating frameworks
• Reduce variability and ambiguity in advisor operations across regions
• Identify opportunities to simplify, systematize, and scale advisor practices without sacrificing quality or client experience
• Take a forward-looking view by researching industry best practices and selectively incorporating them into the firm's operating model

Qualifications

Education

• Bachelor's degree in Business, Finance, Analytics, or related field; advanced degree is a plus

Experience

• At least 8 years of experience in wealth management, financial advisor operations, or advisor operations
• Demonstrated experience defining and scaling operating standards and frameworks in a growing organization
• Prior leadership and/or people management experience required

Core Competencies

• Strong strategic thinking with the ability to translate strategy into practical execution
• High comfort working with data, analytics, and business models to inform decisions
• Excellent communication and stakeholder-management skills, particularly with senior leaders
• Ability to operate at both enterprise and tactical levels - setting direction while ensuring execution
• Willingness and ability to travel periodically

Compensation & Benefits

• Base salary of $250,000 - $300,000 commensurate with experience
• Annual team-based incentive/bonus opportunity
• Equity ownership opportunity following demonstrated performance in the role
• Comprehensive medical, dental, and vision coverage effective day one
• HSA/FSA options, company-paid life, AD&D, and disability
• 401(k) with company match (Roth and Traditional)
• Generous PTO, at least 10 paid holidays, parental leave, summer hours

Why This Opportunity

• Enterprise leadership role with direct visibility to senior advisory leadership at a rapidly scaling, well-capitalized firm
• Owns the firmwide advisor operating model - real authority over how the firm runs its advisor practices
• Central role in the firm's ongoing M&A integration strategy
• Majority employee-owned firm with meaningful long-term equity upside for team members who perform
• Direct people leadership over the Analytics function