VP, Business Consulting, ICD

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* Essential Duties and Responsibilities:

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* + Lead and oversee the delivery of business consulting services to independent business owners across all lifecycle stages (build, scale, exit)

+ Serve as the senior escalation point for complex engagements involving entity structuring, partnership design, equity ownership, compensation arrangements, and retention strategies.

+ Provide strategic guidance to business owners on key initiatives including:

+ Business formation and structuring

+ Partnership and expense-sharing models

+ Junior advisor compensation and incentive planning

+ P&L design, optimization, and benchmarking

+ Equity and early succession planning strategies

+ Lead startup consulting engagements for new and transitioning advisors, ensuring seamless onboarding and business launch activities.

+ Partner with Business Development, Transitions, and Divisional Leadership to support advisor recruiting, affiliation, and retention efforts.

+ Manage and prioritize a pipeline of high-impact consulting engagements, ensuring timely and high-quality delivery of services.

+ Develop and evolve consulting frameworks, tools, and solutions that enhance scalability and consistency across the Independent Business Consulting offering.

+ Lead, coach, and develop a team of business consultants; provide mentorship, performance feedback, and guidance on complex client situations.

+ Present at Home Office visits and conferences to showcase the value of Independent Business Consulting services.

+ Build and maintain relationships with internal and external stakeholders, including third-party vendors, CPAs, attorneys, and other professional partners.

+ Maintain deep knowledge of industry trends, regulatory considerations, and best practices impacting independent business owners.

+ Identify opportunities to enhance the service model and contribute to strategic initiatives within RJFS.

** Knowledge of:*
* + Advanced concepts in business structuring, partnership design, and entity formation

+ Tax considerations and financial reporting for independent business owners

+ Compensation structures, incentive planning, and equity ownership models

+ Financial statement analysis, including P&L development and benchmarking

+ Financial advisory business models and operational best practices

** Skill in:*
* + Leading complex client engagements and influencing senior stakeholders

+ Strategic thinking and problem solving in ambiguous or high-impact situations

+ Translating complex financial and structural concepts into actionable guidance

+ Coaching and developing high-performing teams

+ Project management across multiple concurrent engagements

+ Executive-level communication and presentation

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* Licenses/Certifications:

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* + CPA highly preferred

+ Series 7 preferred