Director, Business Consultant

Responsibilities

• Deliver business consulting and practice management insights to IWMS clients and prospective clients.
• Help wealth management clients grow their businesses, enhance customer experiences, improve operational efficiency, and increase profitability.
• Play a role in delivering consulting services including programs, thought leadership and data‑driven insights to wealth management executives and advisors.
• Work closely with the sales and relationship management teams, as well as internal business partners.
• Contribute to success by driving commercial opportunities while developing relationships across client leadership and with other industry centers of influence.

• Undergraduate degree required; advanced degree preferred.
• 5 years of experience within the financial services industry.
• Deep expertise in intermediary clients (RIA models preferred) with demonstrated success in business consulting and/or practice management.
• Series 7 and 63 preferred; required to obtain within 90 days.
• Must be willing to travel 30-40% of the time.
• Analytical, strategic‑thinking, and creative problem‑solving skills, including ability to analyze and define problems, collect data, establish facts, and draw valid conclusions.
• Outstanding presentation and communication skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience.
• Strong drive, take initiative, demonstrate outstanding collaboration skills, are customer‑centric, and results driven.
• Abreast of current business and industry trends relevant to our clients’ businesses.
• Strong interpersonal skills, can effectively influence, and build solid relationships.
• Good listener and empathetic.
• Positive contribute to the collective knowledge and success of the team by collaborating with others and sharing insights, work product, and expertise.
• Act as a leader and subject‑matter expert, directly engaging with business consulting and practice management programs to help clients achieve their goals.
• Develop points of view to increase the value we provide to clients and differentiate from the competition.
• Identify and collaborate with third parties to help clients implement recommendations or provide benefit of additional expertise.