We are looking for a strategic operations leader to strengthen practice management programs that support financial professionals and Financial Center owners in Carpinteria, California. This role focuses on building practical learning experiences, guiding business growth initiatives, and partnering across teams to improve productivity, consistency, and long-term enterprise value. The ideal candidate brings strong financial services insight, a talent for facilitation, and the ability to turn business needs into effective training and consulting solutions.<br><br>Responsibilities:<br>• Design, update, and manage a comprehensive portfolio of practice management learning resources for new and established Financial Center owners and financial professionals.<br>• Partner with sales, marketing, recruiting, and other internal stakeholders to evaluate business challenges and translate identified gaps into targeted educational content.<br>• Create instructional materials in multiple formats, including guides, digital learning modules, presentations, and video-based resources that support clear learning outcomes.<br>• Lead virtual and in-person training sessions, workshops, and webinars that help participants strengthen operational effectiveness and business performance.<br>• Conduct structured consultations with Financial Centers and financial professionals to assess needs, set priorities, and recommend actionable annual practice initiatives.<br>• Organize and document coaching plans, follow-up activities, and resource alignment to support implementation of agreed business improvement strategies.<br>• Facilitate orientation programming for new Financial Center owners and ensure a consistent, high-quality onboarding experience.<br>• Identify opportunities to expand services, improve business models, and support revenue growth through practical practice management recommendations.<br>• Apply sound instructional design principles to maintain consistency, engagement, and quality across all training and consulting deliverables.

• Experience in operations management, practice management, training, consulting, or a related leadership role within financial services.<br>• Strong business acumen with the ability to advise small to mid-sized practices on growth, efficiency, and organizational development.<br>• Knowledge of financial services environments, with familiarity related to FINRA-regulated settings preferred.<br>• Proven ability to develop and facilitate effective training programs for diverse audiences using both virtual and in-person formats.<br>• Skilled in creating structured learning content such as manuals, presentations, online courses, and reference materials.<br>• Strong communication, collaboration, and coaching abilities with experience working across cross-functional teams.<br>• Ability to assess operational needs, document recommendations, and manage multiple priorities with attention to detail.<br>• Willingness to travel domestically as needed.

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