Zocks | AI for Advisors

Senior Consultant, Practice Management

Zocks | AI for Advisors

full-time

Posted on:

Location Type: Remote

Location: Alaska • Hawaii • United States

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Salary

💰 $130,000 - $170,000 per year

Job Level

Senior

About the role

  • Partner with home office leadership at large independent broker-dealers and RIAs.
  • Execute on strategic goals that align to corporate initiatives including the creation of firm-wide programs and best practice content collaboration.
  • Assist in defining overall practice management and levels of engagement.
  • Serve as the practice management consultant to align Zocks with their firm-level initiatives (e.g., organic growth, retention, etc).
  • Design multi-phase rollout strategies for large firms, identifying which advisor segments to target first.
  • Act as the voice of the home office to our Product team, identifying additional critical enterprise features.
  • Collaborate with the home office on designing scalable programs for their users including best practice content and webinars.
  • Own the creation of high-level thought leadership and practice management assets.

Requirements

  • 3+ Years Experience within an RIA or Broker-Dealer environment, with a proven track record of managing complex advisory workflows and the end-to-end client lifecycle.
  • Demonstrate a deep familiarity with the implementation of scalable client processes and advisory-focused practice models.
  • Proven ability to build adoption programs and iterate on existing engagements.
  • Comfortable leading discovery workshops with stakeholders.
  • Diagnose operational inefficiencies (workflow, tech stack, staffing) and collaborate on a scalable solution.
  • Can take complex data or technical concepts and craft a narrative to take action; summarize at the leadership level while also having the ability to communicate & work ‘more in the weeds’ as needed.
  • Familiarity with the complex compliance, security, and integration requirements of large financial institutions.
Applicant Tracking System Keywords

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

Hard Skills & Tools
advisory workflowsclient lifecycle managementscalable client processespractice management modelsdata analysisworkflow diagnosistechnical concept communication
Soft Skills
leadershipcollaborationcommunicationproblem-solvingstakeholder engagement