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.

📌 Practice Management Strategist At Atb Calgary (Canada)
🏢 ATB Financial
📍 Canada