JPMC
The Practice Management Consultant supports Financial Advisors and field leadership by delivering practice management concepts, tools, and coaching to enhance their effectiveness. This role involves serving as a subject matter expert on practice management tools and driving the adoption of goals-based advice initiatives. The position requires strong communication skills and a deep understanding of wealth management practices.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
12% below the average for this role