Senior Consultant, Financial Services Practice Management

About the role

Zocks provides an AI assistant platform used by over 5,000 financial firms to automate operational tasks and streamline client interactions. We are seeking a consultant to lead practice management initiatives, helping our enterprise clients integrate our technology into their daily workflows.

Key facts

What you'll do

• Partner with leadership at large RIAs, broker-dealers, banks, and insurance firms to align Zocks with their growth and retention goals.
• Design and implement multi-phase rollout strategies for enterprise organizations, including defining success metrics and target segments.
• Create scalable programs, best practice playbooks, and learning paths for advisors and producers.
• Act as the primary feedback channel between enterprise clients and our internal product team.
• Lead in-person and virtual training sessions for firm advisors and represent Zocks at industry conferences.
• Travel approximately twice per month to client sites and industry events, with increased frequency during spring and fall.

Requirements

• 3-5+ years of experience within an RIA, broker-dealer, bank, or insurance environment managing complex workflows and client lifecycles.
• Proven ability to build and iterate on adoption programs for high-volume audiences.
• Experience conducting discovery workshops to identify and resolve operational inefficiencies.
• Ability to translate complex technical or data-driven concepts into actionable narratives for senior stakeholders.
• Familiarity with enterprise compliance, security standards, and wealth management technology integrations.
• Proficiency with CRM platforms in a financial services context.
• Ability to work core hours aligned with Mountain, Central, or Eastern time zones.

Nice to have

• Previous experience in a startup or high-growth company.
• PMP or other relevant professional certifications.
• Advanced fluency in wealth management technology platforms and data analysis.

Skills & tools

• CRM platforms
• Wealth management technology stacks
• Data analysis
• Program management
• Strategic communication

Practical notes

• Benefits include 100% employer-paid medical premiums, 99% dental and vision coverage, a $500 FSA match, 401(k) with Roth options, and parental leave.
• Perks include unlimited PTO, 11 paid holidays, and a company-provided MacBook.
• The interview process consists of a 30-minute recruiter screen followed by up to three 30-45 minute video interviews.
• Background and reference checks are required for all hires.