Senior Consultant, Practice Management

🕒 il y a 3 mois

🐻 Alaska, Hawaii, +1 états de plus – Distant

🐻 Alaska – Remote 🌺 Hawaii – Remote 🦬 Montana – Remote

💵 $130 000 - $170 000 / an

⏰ Temps Plein

🟠 Senior

💼 Consultant

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Zocks | AI for Advisors

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 2022

🤖 Intelligence artificielle

💳 Fintech

☁️ SaaS

Artificial Intelligence • Fintech • SaaS

Zocks est une plateforme d'IA axée sur la protection de la vie privée, conçue spécialement pour les conseillers financiers, prenant en charge les praticiens indépendants, les cabinets de taille moyenne et les entreprises. Elle automatise des tâches clés telles que la prise de notes, la préparation de réunions et la communication avec les clients, améliorant ainsi l'efficacité des flux de travail et la collaboration. Zocks assure la conformité et le contrôle des données sans enregistrer les conversations, permettant aux conseillers de se concentrer davantage sur les relations avec les clients tout en s'intégrant parfaitement dans les systèmes CRM et outils existants.

Description

• 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.

🎯 Exigences

• 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.