What is the role of a Senior Consultant, Practice Management at Jobgether?

The Senior Consultant, Practice Management position at Jobgether is a Full-time or part-time position opportunity in the Consultant field.

Where is this Senior Consultant, Practice Management job located?

United States, Other / Non-US, United States

What type of employment is offered for this Senior Consultant, Practice Management role?

Full-time or part-time position

What is the expected salary for this Senior Consultant, Practice Management job?

Compensation will be discussed during the hiring process.

How can I apply for the Senior Consultant, Practice Management position at Jobgether?

You can apply directly through the application link provided.

Senior Consultant, Practice Management at Jobgether

Senior Consultant, Practice Management

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Consultant, Practice Management in the United States.

We are seeking a Senior Consultant, Practice Management to drive strategic initiatives and scalable programs for financial advisory firms. In this role, you will partner with home office leadership at large independent broker-dealers and RIAs to design and implement enterprise-level programs that enhance advisor engagement, workflow efficiency, and firm-wide adoption of best practices. You will work closely with leadership and product teams to align on strategic priorities, provide actionable insights, and build scalable content and curriculum for diverse user personas. This position offers the opportunity to lead high-impact initiatives, influence organizational strategy, and help shape the future of financial advisory practices across complex enterprise environments. Ideal candidates bring a consultative mindset, a data-driven approach, and the ability to translate complex operational challenges into practical, executable solutions.

Accountabilities:

Partner with home office leadership to align practice management initiatives with enterprise goals such as growth, retention, and operational efficiency
Design multi-phase success roadmaps for large advisory firms, targeting specific advisor segments and defining organizational-level success metrics
Serve as the voice of the enterprise to product teams, providing feedback on critical features and process enhancements
Collaborate with stakeholders to design scalable programs, best practice content, and webinars for broad advisor audiences
Develop high-level thought leadership assets, playbooks, and curriculum to guide learning paths and maturity models for various user personas
Lead discovery workshops, diagnose operational inefficiencies, and recommend actionable, scalable solutions across workflows, technology, and staffing

Requirements:

3+ years of experience within RIA or Broker-Dealer environments, with proven expertise managing complex advisory workflows and end-to-end client lifecycle
Demonstrated ability to launch adoption programs and iterate on engagement strategies impacting high-volume audiences
Strong consultative skills, comfortable leading workshops and collaborating with enterprise stakeholders
Excellent strategic storytelling skills to translate complex data and operational challenges into actionable insights for leadership and operational teams
Familiarity with compliance, security, and integration requirements of large financial institutions
Highly organized, proactive, and able to manage multiple priorities in dynamic environments

Benefits:

Competitive salary range: $130,000 $170,000 per year
Remote work flexibility (note: exclusions for Montana, Alaska, Hawaii due to compliance)
Opportunity to influence enterprise strategy and build high-impact programs for financial advisory firms
Professional development through strategic project ownership and cross-functional collaboration
Inclusive, diverse, and mission-driven workplace culture
Participation in AI-enhanced tools and analytics supporting strategic decision-making

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Senior Consultant, Practice Management at Jobgether – United States

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