Practice Management Business Partner

Charles Stanley & Co • London, England • Posted June 30, 2026

About the Role

Role Purpose

The Practice Management Business Partnerempowers Wealth Managers and their teams to build more efficient, scalable, and client‑centric practices. The role blends business coaching, practice development, and Wealth Manager enablement, delivering both group learning and tailored one‑to‑one coaching. The focus is on helping Wealth Managers grow sustainably through improved marketing, client experience, operational discipline, and strategic planning.


Core Responsibilities

  • Wealth Manager Coaching: Deliver structured and ad‑hoc coaching to Wealth Managers, branch teams, and leadership, support strategic business planning, client experience, growth strategies and succession planning.
  • Advanced Practice Development: Provide high‑level coaching to top‑performing advisers and their teams, focusing on scale, efficiency, and long‑term business value.
  • Training Delivery: Facilitate workshops, group programmes...