Sr. Practice Growth Consultant, Integrations
New
A
Allworth FinancialFinancial Services
Remote; Waltham, Massachusetts, United StatesFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 10+ years of financial services experience
- Required Skills
- SalesforceChange Management
Requirements
- 10+ years of financial services experience, preferably in retail wealth management, advisor coaching, practice management, or sales leadership.
- Direct experience working with financial advisors, financial consultants, or wealth management teams.
- Demonstrated ability to build immediate credibility and trust with experienced advisors and cross-functional partners.
- Strong facilitation skills, including experience leading workshops, group coaching, and virtual training sessions.
- Proven capability in change management, supporting professionals through complex transitions and ambiguity.
- Strong understanding of financial planning, investment management, CRM platforms, and advisor productivity drivers.
- Ability to manage multiple projects, markets, and integration timelines simultaneously.
- Excellent written and verbal communication skills.
- Willingness to travel up to 50% to support integrating firms and key milestones.
- Series 65 or combination of Series 7 and Series 66 licenses preferred.
- Professional credentials such as CFP, ChFC, PFS, CFA, CIC, or CWS preferred.
- Working knowledge of Salesforce or a similar CRM preferred.
Responsibilities
- Serve as the primary Practice Management partner for newly acquired firms and tuck-in advisors throughout an approximately two-year integration and onboarding journey.
- Build trusted, collaborative relationships with integrating advisors and cross-functional leadership.
- Develop customized onboarding and adoption plans tailored to each firm's legacy culture, structure, and needs.
- Deliver 1:1 coaching, small-group training, and in-person workshops to support advisor adoption of Allworth tools and processes.
- Act as a change-management leader to help advisors navigate uncertainty and adopt new behaviors.
- Manage a portfolio of multiple integrating firms at different stages of the transition journey.
- Collaborate with internal subject matter experts in Technology, Compliance, and Operations to support seamless advisor transitions.
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