Senior Consultant, Financial Services Practice Management
New
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JobgetherFinancial Services
Hiring currently limited to candidates residing in AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, or WI, Mountain, Central, or Eastern time zonesFull-TimeSenior
Salary$150,000–$170,000 base salary
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Job Details
- Experience
- 3–5+ years
- Required Skills
- Data AnalysisCRM
Requirements
- 3–5+ years of experience within an RIA, broker-dealer, bank, or insurance organization.
- Demonstrated understanding of complex financial services workflows and end-to-end client lifecycles.
- Proven program management experience in building adoption programs and launching initiatives for high-volume audiences.
- Strong consultative skills with experience leading discovery workshops and developing scalable solutions.
- Exceptional strategic storytelling abilities to translate complex data and technical concepts into narratives.
- Familiarity with compliance, security, integration, and wealth management technology requirements.
- Experience working with CRM platforms in a banking or financial services environment.
- Strong data analysis capabilities with the ability to identify patterns and actionable insights.
- Confidence and executive presence when presenting to senior stakeholders and large audiences.
- Ability to work core hours aligned with Mountain, Central, or Eastern time zones.
- PMP or another relevant professional certification is advantageous.
Responsibilities
- Partner with home office, branch, and regional leadership to align practice management initiatives with strategic business priorities.
- Help enterprise clients address objectives such as organic growth, advisor adoption, retention, and operational effectiveness.
- Design multi-phase rollout and success strategies for large organizations, defining measurable outcomes.
- Act as the voice of enterprise customers to internal Product teams to identify feature needs and opportunities for improvement.
- Design scalable one-to-many enablement programs, including advisor programs, webinars, and best-practice content.
- Lead discovery workshops with stakeholders to diagnose operational inefficiencies and workflow challenges.
- Represent the practice management function at industry conferences and firm-hosted events.
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