Senior Consultant, Practice Management

🕒 il y a 18 jours

🌵 Arizona, California, +21 états de plus – Distant

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $150 000 - $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, 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)

🎯 Exigences

• 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

🏖️ Avantages

• 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