# Senior Consultant Practice Management

**Company:** [Zocks](https://hotfix.jobs/companies/zocks)
**Location:** Remote
**Role:** Other
**Salary:** $150k – $170k/yr
**Experience:** 3+ years
**Skills:** practice management, Program Management, crm platforms, wealth management technology, Data Analysis, strategic consulting, workshop facilitation, thought leadership content, compliance and security, Presentation Skills
**Posted:** 2026-07-19

> Senior Consultant who partners with leadership at RIAs, broker-dealers, and financial institutions to implement scalable practice management programs, design advisor enablement content, deliver training sessions, and provide strategic feedback to product teams. Requires 3-5+ years in financial services, strong program management, data analysis, and presentation skills.

## Job Description

## 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

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