Practice Management Lead

Overview

As a Practice Management Lead, you will serve as a consultative partner to financial advisory firms, helping advisors build healthier, scalable, and more valuable businesses.

• Consult with financial advisory firms to evaluate business operations, identify opportunities, and develop actionable strategies that support growth, scalability, profitability, and enterprise value.
• Lead practice management engagements focused on operational efficiency, organizational design, business planning, capacity planning, pricing, service models, client segmentation, and sustainable growth strategies.
• Advise advisor leadership teams on staffing models, delegation, role clarity, organizational structure, and capacity needs to support scalable business operations.
• Facilitate strategic planning sessions, business reviews, accountability meetings, workshops, and educational presentations with advisors and firm leadership teams.
• Coach advisors through operational and organizational change, helping translate recommendations into practical implementation plans and measurable outcomes.
• Develop, refine, and maintain repeatable consulting frameworks, tools, playbooks, diagnostics, and best practices for the Business Consulting team.
• Analyze advisor business models, financial metrics, benchmarking data, operational KPIs, and practice management trends to inform recommendations and decision‑making.
• Collaborate with internal technology consultants, behavioral finance specialists, and other cross‑functional partners to deliver comprehensive consulting solutions aligned to advisor needs.
• Create and deliver thought leadership, webinars, training materials, and advisor education content on practice management and business optimization topics.
• Stay informed on industry trends, best practices, and emerging issues impacting independent advisory firms, RIAs, broker‑dealers, and wealth management organizations.

• Strong business acumen with the ability to assess advisor business models, operational needs, growth opportunities, and financial performance drivers.
• Effective consulting, facilitation, coaching, and executive communication skills.
• Ability to influence stakeholders, guide decision‑making, and support organizational change with advisor leadership teams.
• Strong analytical, problem‑solving, and critical thinking skills with the ability to interpret business diagnostics, financial metrics, benchmarking data, and operational KPIs.
• Ability to develop practical recommendations, implementation plans, and scalable consulting resources.
• Ability to build and sustain trusted professional relationships with advisors, business owners, and internal partners.
• Effective written, listening, presentation, and verbal communication skills.
• Experience managing multiple priorities, working independently, and maintaining attention to detail in a client‑facing environment.
• Proficient skills with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Minimum of a Bachelor’s degree.
• Preferred:
  Advanced degree or relevant industry designation, such as CFP.
• Preferred:
  Experience in practice management, business consulting, management consulting, financial advisory leadership, wealth management, or a related field.
• Preferred:
  Experience advising business owners or leadership teams on growth, operations, organizational effectiveness, profitability, or strategic planning.
• Preferred:
  Experience working with independent RIAs, broker‑dealers, financial advisory firms, or wealth management organizations.
• Preferred:
  Experience developing consulting methodologies, playbooks, advisor education programs, or business optimization frameworks.
• Preferred:
  Public speaking, workshop facilitation, or executive presentation experience.

• Experience in behavioral finance, client‑centric approaches, finance strategy, innovation, quantitative research, technical proficiency, time management, and collaborative work.

$ - $

• Health, dental, vision, and disability coverage on day one.
• 401(k) plan with employer match.
• Paid parental leave.
• Pet benefits including pawternity leave and pet insurance.
• Student loan repayment assistance.

Hybrid – required to work in‑office on three (3) or more days per week at a listed office location. Remote work arrangements may be considered based on experience and business needs.