Senior Consultant, Practice Management

Zocks | AI for Advisors

Senior Consultant in Zocks enhancing practice management for financial advisors using AI solutions. Collaborating with leadership and delivering tailored sessions to strengthen client relationships and drive growth.

Posted 7/19/2026full-timeRemote • Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Iowa, Kansas, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Washington, Wisconsin • 🇺🇸 United StatesSenior💰 $150,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in practice management consulting within financial services, focusing on scalable client processes, data analysis, and effective communication with stakeholders. Proven ability to design and implement strategic initiatives that drive organizational success and enhance client engagement.

Highest-signal resume keywords

Practice Management ConsultingClient Process ImplementationData Analysis SkillsCRM Platforms ExperienceCompliance and Security Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Lifecycle ManagementAdvisory-Focused Practice ModelsOperational Efficiency DiagnosisScalable Program DevelopmentThought Leadership Creation

Soft Skills

Strong Presentation SkillsSelf-Starter AttitudeProcess-Oriented MindsetCollaboration with StakeholdersAbility to Craft Actionable Narratives

Tools & Technologies

Wealth Management Technology PlatformsCRM Platforms

Industry Keywords

RIABroker-DealerBankingInsuranceFinancial Services

Tech Stack

Tools & technologies

Spring

About the role

Key responsibilities & impact

Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations
Implement practice management offering based on selected strategy and engagement
Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration
Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expert
Serve as the practice management consultant to align Zocks with firm-level initiatives (e.g., organic growth, retention) across home office, branch, or regional leadership structures
Design multi-phase rollout strategies for large organizations. Identify which advisor or producer segments to target first, and define what "success" looks like at the organizational level
Act as the voice of the enterprise client to our Product team, surfacing critical feature needs
Collaborate with enterprise leadership to design scalable programs for their advisors or producers, including best practice content and webinars
Own the creation of high-level thought leadership and practice management assets, including "Best Practice" playbooks
Define learning paths and maturity models for different user personas
Deliver in-person and virtual sessions tailored to each firm's advisors and producers
Represent Zocks at industry conferences and firm-hosted events, delivering presentations on practice management and AI adoption
Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)

Requirements

What you’ll need

3-5+ years of experience within an RIA, Broker-Dealer, Bank, or Insurance environment, with a proven track record of managing complex industry workflows and the end-to-end client lifecycle
Deep familiarity with implementing scalable client processes and advisory-focused practice models
Proven ability to build adoption programs and iterate on existing engagements; experience launching initiatives that impact high volume audiences
Comfortable leading discovery workshops with stakeholders; able to diagnose operational inefficiencies (workflow, tech stack, staffing) and collaborate on a scalable solution
Able to take complex data or technical concepts and craft a narrative that drives action - summarizing at the leadership level while also comfortable working "in the weeds" as needed
Familiarity with the complex compliance, security, and integration requirements of large financial institutions, including CRM and wealth management technology platforms
A self-starter who takes ownership without waiting for detailed instructions - you dive in, figure it out, and course-correct as needed
Someone who is process-oriented by instinct but genuinely comfortable operating without a fully defined roadmap
Strong data analysis skills - comfort identifying patterns and translating data into clear, actionable recommendations
Confidence and presence presenting to groups, including senior stakeholders
Experience with CRM platforms in a banking or financial services context
Based in or able to work core hours aligned with Mountain, Central, or Eastern time zones, given our concentration of East Coast client firms

Benefits

Comp & perks

Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
Dental: 99% covered - Guardian, $1,500 annual benefit
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
FSA: Zocks matches dollar-for-dollar up to $500/year
Unlimited PTO
Paid sick time
11 paid holidays
12 weeks fully paid parental leave for birthing parent
6 weeks fully paid parental leave for non-birthing parent
401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
MacBook laptop + Google Workspace, Slack, and Zoom provided
Equity grant - details included as part of your offer
Growth opportunities for high performers after 6 months
Collaborative, low-ego culture with smart, kind teammates