Drive impactful practice management initiatives as a Practice Management Strategist at ATB, focusing on private investment strategies. Collaborate across teams in a temporary role aimed at enhancing advisor performance and capacity.

This 12-month role emphasizes project management, data analysis, and integrating AI in wealth management workflows. You will lead the structuring of pilot programs in association with the Private Investment Counsel and Private Banking divisions. Your work will involve customizing practice templates, evaluating performance metrics, and ensuring stakeholder alignment throughout.

Key Responsibilities:
• Lead strategic meetings and drive program implementation
• Customize practice management templates for PIC and PB




• Analyze Practice Management Index metrics for skill evaluations
• Integrate AI applications into wealth management practices
• Develop communications to maintain transparency across teams

Requirements:
• Solid background in wealth or practice management
• Proven experience in leading multi-stakeholder initiatives
• Familiarity with data analysis in financial services
• Knowledge of AI integration in advisory frameworks
• Relevant certifications (CMC, PMP, CFP) are an asset

Combine your expertise in program management and wealth strategies to help elevate advisor performance at ATB.
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📌 Practice Management Strategist at ATB (Alberta)
🏢 ATB Financial
📍 Alberta