Senior Consultant Practice Management

What You'll Do

• 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.

Enterprise Strategy & Executive Engagement

• 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.

Program Design & Scalable Content

• 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.

In-Person Engagement

• 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).

What We're Looking For

Experience & Expertise

• 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.
• Experience with CRM platforms in a banking or financial services context.
• Strong data analysis skills - comfort identifying patterns and translating data into clear, actionable recommendations.
• Confidence and presence presenting to groups, including senior stakeholders.

Working Style & Mindset

• A self-starter who takes ownership without waiting for detailed instructions.
• Process-oriented by instinct but genuinely comfortable operating without a fully defined roadmap.

Bonus Qualifications

• Prior experience in a startup or high-growth environment.
• PMP or other relevant certifications.
• Fluency in wealth management technology platforms & data analysis.

Compensation & Benefits

Compensation

• $150,000-$170,000 base salary
• Equity grant

Benefits

• Health: Medical (100% employee premium covered), Dental (99% covered), Vision (99% covered), FSA (dollar-for-dollar match up to $500/year)
• Time Off: Unlimited PTO, paid sick time, 11 paid holidays
• Family: 12 weeks fully paid parental leave (birthing parent), 6 weeks (non-birthing parent)
• Financial: 401(k) with pre-tax/Roth options and low-cost Vanguard funds
• Other: MacBook laptop, Google Workspace, Slack, Zoom provided; growth opportunities for high performers after 6 months