<p>Overview The Practice Manager is a key contributor to the success of the Financial Advisors' practice by providing exceptional client and office services, operational excellence, marketing execution and administrative support. This role includes both client relationship management, field operations support and marketing execution/practice management to support a growing and dynamic advisory business.The Practice Manager, with proper licensing, will proactively identify opportunities to introduce clients to relevant life, health, and retirement solutions providing initial guidance and referral to the sales team. The Practice Manager ensures seamless execution of all marketing initiatives, outstanding client experience and service as well as effective administration and management of daily operations. Collaboration with various departments and the ability to operate with minimal supervision while making informed decisions is critical to success.Responsibilities Client Engagement and Relationship Management Act as a forward-facing representative of the office for client relationships, building trust and rapport with clients and new prospects on behalf of the team. Ensure proactive scheduling, confirmation of and preparation for materials to support client appointments and meetings. Manage and optimize the Client Relationship Management (CFP) system (Salesforce), ensuring accurate and timely input of client data and correspondence. Facilitate \</p>