Senior Consultant, Financial Services Practice Management

🕒 July 19

🌵 Arizona, California, +21 more states – Remote

🌵 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

💵 $150k - $170k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Zocks | AI for Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2022

🤖 Artificial Intelligence

💳 Fintech

☁️ SaaS

Artificial Intelligence • Fintech • SaaS

Zocks is a privacy-first AI platform designed specifically for financial advisors, supporting solo practitioners, mid-size practices, and enterprises. It automates key tasks such as note-taking, meeting preparation, and client communications, enhancing workflow efficiency and collaboration. Zocks ensures compliance and data control without recording conversations, helping advisors focus more on client relationships while seamlessly integrating with existing CRM systems and tools.

📋 Description

• Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations • Implement practice management offerings based on selected strategy and engagement • Execute strategic goals aligned with corporate initiatives • Create firm-wide programs and collaborate on best-practice content • Serve as a practice management consultant for firm-level initiatives such as organic growth and retention • Design multi-phase rollout strategies and identify advisor or producer segments to target • Define organizational success metrics • Represent the enterprise client to the Product team and surface feature needs • Design scalable one-to-many enablement programs, best-practice content, and webinars • Own high-level thought leadership and practice management assets, including best-practice playbooks • Define learning paths and maturity models for user personas • Deliver tailored in-person and virtual sessions for advisors and producers • Represent Zocks at industry conferences and firm-hosted events • Present on practice management and AI adoption • Travel periodically to meet clients and attend conferences, approximately twice per month, with heavier travel during spring and fall conference seasons

🎯 Requirements

• 3-5+ years of experience within an RIA, Broker-Dealer, Bank, or Insurance environment • 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 • Ability to diagnose operational inefficiencies involving workflow, tech stack, and staffing • Ability to craft strategic narratives from complex data or technical concepts • Familiarity with compliance, security, and integration requirements of large financial institutions • Familiarity with CRM and wealth management technology platforms • Self-starter who takes ownership and can operate without a fully defined roadmap • Process-oriented and comfortable with ambiguity • Strong data analysis skills • 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 • Background and reference checks required as part of onboarding • PMP or other relevant certifications (bonus qualification) • Prior startup or high-growth experience (bonus qualification) • Fluency in wealth management technology platforms and data analysis (bonus qualification)

🏖️ Benefits

• 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 • Birthing parent: 12 weeks fully paid parental leave • Non-birthing parent: 6 weeks fully paid parental leave • 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