Note: The job is a remote job and is open to candidates in USA. Zocks is the #1 AI assistant for financial advisors, helping them automate operational work and grow their business. The Senior Consultant Practice Management will partner with leadership at large financial institutions to implement practice management strategies and represent Zocks as a subject-matter expert in various engagements.
Responsibilities
- 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
- Home Office Partnership: 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
- Success Roadmapping: 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
- Feedback Loop: Act as the voice of the enterprise client to our Product team, surfacing critical feature needs
- 'One-to-Many' Enablement: Collaborate with enterprise leadership to design scalable programs for their advisors or producers, including best practice content and webinars
- Content Architecture: Own the creation of high-level thought leadership and practice management assets, including 'Best Practice' playbooks
- Curriculum Development: Define learning paths and maturity models for different user personas
- Live Facilitation: Deliver in-person and virtual sessions tailored to each firm's advisors and producers
- Industry Presence: 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)
Skills
- 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
- Prior experience in a startup or high-growth environment
- PMP or other relevant certifications - progress over perfection with enacting discipline
- Fluency in wealth management technology platforms & data analysis
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
Company Overview