Zocks
Senior Consultant Practice Management
Remote US · Senior
Sponsorship not specified$150k-$170kDetected 3 days ago
SpringData AnalysisRoadmappingCRMLogisticsLeadershipCollaborationPublic SpeakingAdaptability
About the role
- We help advisors automate their operational work and grow their business.
- 5,000+ firms use Zocks to turn client conversations into completed work.
- S - Sharp You move fast without cutting corners.
Responsibilities
- Implement practice management offering based on selected strategy and engagement
- Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expert
- 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
- Program Design & Scalable Content
- "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
- Live Facilitation: Deliver in-person and virtual sessions tailored to each firm's advisors and producers
- Design multi-phase rollout strategies for large organizations.
- 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
Requirements
- Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
- Experience & Expertise
- 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
- experience launching initiatives that impact high volume audiences.
- Experience with CRM platforms in a banking or financial services context
Nice to have
- 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
- 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
Compensation
- $150,000-$170,000 base salary
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
- Birthing parent: 12 weeks fully paid parental leave
- Non-birthing parent: 6 weeks fully paid parental leave
- Equity - we're all building this together
Equal opportunity
- Zocks AI is an equal opportunity employer.
- We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status.
- We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
- We may use AI tools to support parts of the hiring process.
This listing is sourced directly from Zocks's careers page and normalized into a canonical job model.