Advisory Operations Lead

This role sits at the intersection of strategy and execution within the Advisory organization. This is a role for someone who genuinely enjoys working alongside senior leaders to turn priorities into action—bringing coordination, momentum, and follow‑through to meaningful work in a fast‑paced, collaborative environment.

The Advisory Operations Lead (known internally as the Practice Management Analyst) serves as a trusted execution partner to senior Advisory leaders, providing hands‑on support to turn priorities into action. This role is less about analysis and more about ownership—driving initiatives forward, building agendas and materials, coordinating offsites and trainings, tracking commitments, and ensuring consistent follow‑through across leaders and teams.

• Develops project plans, priorities, timelines, and task ownership based on leadership direction.
• Reviews initiative proposals and plans to confirm clarity, feasibility, and strategic alignment.
• Conducts research and analysis to support leadership decision making.
• Prepares leadership materials such as summaries, dashboards, presentations, and pre‑reads.

• Designs, maintains, and manages the operating calendar for the Advisory organization.
• Prepares agendas, briefing materials, and discussion packets for recurring and ad‑hoc leadership meetings.
• Facilitates meetings by ensuring objectives are met, decisions are documented, and follow‑up actions are assigned.
• Tracks commitments, monitors timelines, and escalates risks or delays proactively.

• Supports cross‑functional initiatives on behalf of Advisory leadership, ensuring milestones and deliverables are achieved.
• Monitors status of key projects and ensures progress is visible to stakeholders.
• Coordinates with leadership, Regional Directors, Senior Managing Partners, and project owners to address issues and remove obstacles.
• Ensures alignment between strategic priorities and grassroots/local initiatives.

• Serves as liaison between Advisory and core functional areas, including Operations, HR, Finance, Technology, and Marketing.
• Coordinates interdepartmental work streams to maintain timeline integrity and avoid handoff failures.
• Ensures consistent messaging and information flow across functions.
• Supports communication and alignment with Regional Directors, Senior Managing Partners, and the Growth Team.

• Consolidates inputs from Advisors, Regional Directors, Senior Managing Partners, and the Growth Team into actionable insights.
• Screens, prioritizes, and addresses incoming requests to ensure leadership attention is directed to the highest impact items.
• Drafts communications, summaries, and reports for internal audiences.
• Manages documentation, follow‑through, and centralized tracking for major initiatives.

• Ensures commitments, decisions, and initiatives are followed through to completion.
• Develops and maintains tracking systems and accountability mechanisms for leadership initiatives.
• Provides visibility into progress, gaps, and barriers through written updates and reporting tools.

• Handles preparation, analysis, coordination, and administrative work to optimize leader capacity.
• Anticipates operational needs and proactively prepares materials, data, and insights.
• Supports Regional Directors, Senior Managing Partners, and the Growth Team in driving local business development and advisor impact.

• Education:
  • Bachelor’s Degree in Business, Finance, Marketing, Accounting, or related field.
• Experience:
  • 5+ years of experience in financial services or consulting, with industry knowledge.
  • 5+ years of program or project management experience.
  • Experience working directly with executives, C‑Suite leaders, and other senior leaders.
  • Expertise in change management and organizational transformation.

The expected base salary range for this role nationally is $85,000 – $105,000. The role may be eligible for additional forms of compensation, and a benefits package is offered.

• Benefit Eligibility on…