Senior Consultant, Financial Services Practice Management

📋 Description

• Partner with home office, branch, and regional leadership at large RIAs, broker-dealers, banks, and
• Serve as a trusted practice management consultant, helping enterprise clients address objectives
• Design multi-phase rollout and success strategies for large organizations, determining priority
• Act as the voice of enterprise customers to internal Product teams, identifying important feature
• Design scalable “one-to-many” enablement programs with enterprise leaders, including advisor
• Own the development of thought leadership and practice management materials, including

🎯 Requirements

• 3–5+ years of experience within an RIA, broker-dealer, bank, or insurance organization with
• Deep familiarity with scalable client processes, advisory-focused practice models, and the
• Proven program management experience, including building adoption programs and launching
• Strong consultative skills, with experience leading discovery workshops and developing scalable
• Exceptional strategic storytelling abilities, with the capacity to transform complex data and
• Familiarity with compliance, security, integration, CRM, and wealth management technology

🎁 Benefits

• $150,000–$170,000 base salary
• Equity participation
• Fully remote position (US candidates only)
• Medical coverage with 100% of the employee premium covered
• Dental coverage with 99% of the premium covered
• Vision coverage with 99% of the premium covered