Director, Business Consultant

skillventory - A Leading Talent Research Firm

Director responsible for delivering consulting services and insights to wealth management clients. Driving commercial opportunities and developing relationships for improved client experience and profitability.

Posted 5/22/2026full-timeBoston • Massachusetts, New Jersey, Rhode Island, Texas • 🇺🇸 United StatesLead💰 $110,000 - $222,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for delivering business consulting and practice management insights to IWMS clients and prospective clients
Help wealth management clients grow their businesses, enhance customer experiences, improve operational efficiency, and increase profitability
Play a role in delivering consulting services including programs, thought leadership and data-driven insights to wealth management executives and advisors
Work closely with the sales and relationship management teams, as well as internal business partners
Contribute to success by driving commercial opportunities while developing relationships across client leadership and with other industry centers of influence

Requirements

What you’ll need

Undergraduate degree required/ Advanced degree preferred
5 years of experience within the financial services industry
Deep expertise in intermediary clients (RIA models preferred) with demonstrated success in business consulting and/ or practice management
Series 7, 63 preferred. Required to obtain within 90 days
Must be willing to travel - 30-40% of the time
Analytical, strategic-thinking, and creative problem-solving skills including ability to analyze and define problems, collect data, establish facts, and draw valid conclusions
Outstanding presentation and communication skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience
Strong drive, take initiative, demonstrate outstanding collaboration skills, and you are customer-centric, and results driven
Abreast of current business and industry trends relevant to our clients’ businesses
Strong interpersonal skills, can effectively influence, and build solid relationships
Good listener and empathetic
Positive contribute to the collective knowledge and success of the team by collaborating with others and sharing your insights, work product, and expertise
Acting as a leader and subject matter expert, directly engaging with business consulting and practice management programs to help clients achieve their goals
Develop points of view to increase the value we provide to clients and differentiate from the competition
Identify and collaborate with third parties to help clients implement recommendations or provide benefit of additional expertise

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

business consultingpractice managementdata analysisstrategic thinkingproblem-solvingpresentation skillscommunication skillsrelationship managementclient engagementintermediary clients

Soft Skills

collaborationcustomer-centricresults driveninfluencinglisteningempathyinitiativeleadershipcreativityteamwork

Certifications

Series 7Series 63