Senior Consultant Practice Management

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Consultant Practice Management based in the United States.

This role offers the opportunity to help transform how financial professionals operate by combining practice management expertise with innovative technology solutions. You will partner with enterprise-level financial institutions, advisory firms, and leadership teams to design scalable programs that improve advisor productivity and business growth. The position focuses on creating impactful strategies, developing best practices, and driving adoption across complex organizations. You will serve as a trusted advisor, connecting business objectives with technology capabilities and measurable outcomes. Working in a fast-paced, high-growth environment, you will influence product direction while helping clients modernize their workflows. This is an opportunity for a strategic consultant who enjoys building, presenting, and driving meaningful change across the financial services industry.

Accountabilities:: The Senior Consultant Practice Management will lead strategic engagements with financial services organizations, helping them optimize their operating models, implement scalable programs, and adopt innovative solutions. This role combines consulting, program design, executive relationship management, and industry expertise to deliver measurable value for clients.

Partner with leadership teams at RIAs, broker-dealers, banks, and insurance organizations to align solutions with enterprise goals such as growth, retention, and operational efficiency.

Design and execute practice management strategies, including implementation plans, adoption roadmaps, and success frameworks for large-scale organizations.

Develop scalable programs, best practice resources, webinars, playbooks, and educational content that enable advisors and producers to improve performance.

Create learning paths, maturity models, and enablement strategies tailored to different user groups and organizational needs.

Conduct discovery sessions with stakeholders to identify workflow challenges, technology gaps, and opportunities for improvement.

Serve as a strategic voice for enterprise clients, providing feedback and insights to product teams to influence future enhancements.

Deliver engaging virtual and in-person practice management sessions for advisors, executives, and industry audiences.

Represent the organization at conferences, client events, and industry gatherings as a subject matter expert.

Build strong executive relationships and communicate strategic recommendations clearly to senior stakeholders.

Analyze client data, identify trends, and translate insights into actionable recommendations that improve adoption and business outcomes.

Manage multiple client initiatives while operating effectively in a dynamic, evolving environment.

Travel periodically to meet clients and participate in industry events, with increased travel during key conference seasons.

Requirements:

The ideal candidate is a strategic, consultative professional with experience in financial services, practice management, and enterprise program implementation. They should be comfortable working with senior stakeholders, managing complex initiatives, and translating business challenges into scalable solutions.

3-5+ years of experience within an RIA, broker-dealer, bank, insurance organization, or similar financial services environment.

Proven experience managing complex workflows, client lifecycle processes, or advisor-focused operating models.

Strong understanding of practice management concepts and scalable processes within wealth management or financial services organizations.

Experience designing and implementing adoption programs, training initiatives, or enterprise enablement strategies.

Ability to lead discovery workshops, diagnose operational challenges, and recommend practical solutions.

Strong strategic communication skills with the ability to simplify complex concepts and influence executive audiences.

Experience creating presentations, educational materials, thought leadership content, or best practice frameworks.

Familiarity with CRM platforms and wealth management technology ecosystems.

Understanding of compliance, security, and integration considerations within financial institutions.

Strong analytical skills with the ability to identify patterns, interpret data, and develop actionable insights.

Self-starter mindset with the ability to take ownership, navigate ambiguity, and drive initiatives forward independently.

Comfortable operating in a fast-changing, high-growth environment with evolving priorities.

Strong presentation skills and confidence engaging with senior leaders and large audiences.

Ability to work core hours aligned with Mountain, Central, or Eastern time zones.

Experience in a startup or high-growth technology environment is a plus.

PMP or other relevant professional certifications are considered an advantage.

Experience with wealth management technology platforms and data analysis is preferred.

Benefits:

Competitive base salary ranging from $150,000 to $170,000 USD.

Equity opportunity allowing employees to share in the company’s growth and success.

Fully remote work environment for eligible U.S.-based candidates.

Medical insurance with 100% of employee premium covered.

Dental and vision coverage with the majority of premiums covered.

Flexible Spending Account with employer matching contributions.

Unlimited paid time off, paid sick time, and 11 paid holidays.

Fully paid parental leave, including 12 weeks for birthing parents and 6 weeks for non-birthing parents.

401(k) plan with pre-tax and Roth options and access to low-cost investment funds.

Company-provided MacBook, Google Workspace, Slack, and Zoom tools.

Professional growth opportunities for high-performing team members.

Collaborative, low-ego culture with talented and supportive colleagues.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1