Applications will be accepted on an ongoing basis.
Location: Remote, USA
At this time, we are unable to hire in Montana, Alaska, Hawaii due to payroll and compliance limitations.
Visas: We are unable to sponsor work visas for this role, and you must be authorized to work in the United States.
Interview Schedule: 15-minute initial call with the Hiring Manager, and up to three 30-45-minute calls with members of our team, followed by an offer pending references. The estimated interview time commitment is up to 3 hours.
Please note that, due to the nature of our work in the financial services industry, the selected candidate will be subject to background and reference checks as part of the onboarding process.
$130,000 - $170,000 a year
Zocks is seeking a Senior Consultant, Practice Management for our Practice Management offering. In this role, you will
- 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
Key Responsibilities
1. Enterprise Strategy & Executive Engagement
- Home Office Partnership: Serve as the practice management consultant to align Zocks with their firm-level initiatives (e.g., organic growth, retention, etc).
- Success Roadmapping: Design multi-phase rollout strategies for large firms, identifying which advisor segments to target first and defining what "success" looks like at the organizational level.
- Feedback Loop: Act as the voice of the home office to our Product team, identifying additional critical enterprise features.
2. Program Design & Scalable Content
- "One-to-Many" Enablement: Collaborate with the home office on designing scalable programs for their users including best practice content and webinars.
- Content Architecture: Own the creation of high-level thought leadership and practice management assets. This includes "Best Practice" playbooks.
- Curriculum Development: Define the learning paths & maturity models for different user personas.
Candidate Profile
- 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. Candidates should demonstrate a deep familiarity with the implementation of scalable client processes and advisory-focused practice models.
- Program Management: Proven ability to build adoption programs and iterate on existing engagements. You have experience launching initiatives that impact high volume audiences.
- Consultative Approach: You are comfortable leading discovery workshops with stakeholders. You can diagnose operational inefficiencies (workflow, tech stack, staffing) and collaborate on a scalable solution.
- Strategic Storytelling: You 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
- Enterprise Fluency: Familiarity with the complex compliance, security, and integration requirements of large financial institutions.
Apply today to be part of Zocks AI’s mission to transform the future of Financial Services!
We are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks AI, we value diversity and believe it enhances our creativity, innovation, and overall success. We encourage all qualified people to apply.