Senior Consultant Practice Management
New
Z
ZocksFinancial Services
Remote US, Mountain, Central, or Eastern time zonesFull-TimeSenior
Salary$150,000-$170,000 base + equity
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Job Details
- Experience
- 3-5+ years
- Required Skills
- Stakeholder managementCRM
Requirements
- 3-5+ years of experience within an RIA, Broker-Dealer, Bank, or Insurance environment.
- Proven track record of managing complex industry workflows and the end-to-end client lifecycle.
- Deep familiarity with implementing scalable client processes and advisory-focused practice models.
- Proven ability to build adoption programs and iterate on existing engagements.
- Experience launching initiatives that impact high-volume audiences.
- Comfortable leading discovery workshops with stakeholders.
- Able to diagnose operational inefficiencies including workflow, tech stack, and staffing.
- Familiarity with compliance, security, and integration requirements of large financial institutions.
- Experience with CRM platforms in a banking or financial services context.
- Ability to travel approximately 2x/month.
- Confidence and presence presenting to groups and senior stakeholders.
Responsibilities
- Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations.
- Implement practice management offering based on selected strategy and engagement.
- Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration.
- Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions.
- Design multi-phase rollout strategies and define success metrics for large organizations.
- Act as the voice of the enterprise client to the internal Product team.
- Collaborate with enterprise leadership to design scalable programs and 'Best Practice' playbooks.
- Deliver in-person and virtual sessions tailored to firm advisors and producers.
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