Senior Practice Management Coach

This job posting is anticipated to remain open for 30 days, from 28-Aug-2026. The posting may close early due to the volume of applicants.

The Senior Practice Management Coach supporting Canada is responsible for delivering high-impact coaching engagements to branch teams, focusing on practice growth, team structure, organizational efficiency, real estate and succession planning. Reporting to the Team Leader, Practice Management Coaching and Consultation, this role serves as a strategic advisor to branch teams, conducting discovery processes, analyzing data, and providing tailored recommendations based on expertise in wealth management and practice management standards. The Sr. Practice Management Coach plays a critical role in driving measurable business outcomes, supporting the refinement of consulting offerings, and collaborating with internal and external stakeholders to ensure alignment with firm priorities.

Key Responsibilities:

Consultation Delivery:

Conduct strategic coaching and/or consulting engagements with branch teams, focusing on growth strategies, team design, client segmentation, workflow optimization, and succession planning.

Discovery & Analysis:

Perform in-depth discovery and diagnostic processes to understand branch team dynamics, challenges, and opportunities, leveraging data analysis to inform recommendations based on root cause analyses.

Customized Recommendations:

Lead practice strategy engagements across a range of topics, leveraging proven practices, and developing tailored strategies and implementation plans based on deep expertise in wealth management, practice management, and industry standards, ensuring alignment with branch goals, market conditions and firm outcomes.

Stakeholder Collaboration and Influence:

Build strong relationships with practice teams and partnerships with internal stakeholders, ensuring buy-in for proposed growth strategies, driving adoption of Financial Planning, practice models of the future, and fostering a culture of continuous improvement.

Outcome Focus:

Drive and measure business outcomes by helping practice teams implement strategies to optimize their practice.

Industry Expertise:

Maintain knowledge of best practices, market trends, and industry standards, contributing to thought leadership through presentations, blogs, and whitepapers.

Quality Assurance:

Ensure the delivery of high-quality, tailored coaching & consultation services, adapting strategies to meet the unique needs of practice teams.

Problem-Solving:

Address complex challenges faced by practice teams, exercising sound judgment and discretion in providing strategic advice. Isolate root cause and identify resources beyond the immediate team to address practice team needs, and accelerate the adoption of new solutions aligned to driving practice and Canada Business Unit profitability.

Collaboration with Leadership:

Partner with the Team Leader to refine and scale coaching & consulting offerings, ensuring alignment with firm priorities and market dynamics.

Strategic initiative delivery:

Responsible for leading and delivering medium to large scale projects, including strategic planning, content development, and program delivery.

Professional Development:

Continuously enhance expertise in practice management and business acumen, contributing to the growth and development of the coaching & consulting team.

• Bachelor's degree
• 6+ years of experience in coaching or consulting
• Strong understanding of financial services industry practice, including business models, compensation structures, client service strategies, and financial planning processes.
• Preferred: Advanced knowledge of Practice Management standards, team design, client service models, branch operations, and market dynamics.
• Prior experience in a wealth management practice or designations such as CFP or coaching certifications could set you apart

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.