Business Execution Consultant

Responsibilities

• Serve as a strategic Business Execution advisor to senior leadership, driving performance, business initiatives, and transformation priorities across the RIA business
• Lead practice change and business transformation efforts, helping advisor-facing teams evolve operating models, workflows, and client engagement approaches
• Design and implement business management frameworks, including performance tracking, operational governance, and KPI monitoring
• Drive change management strategies, ensuring successful adoption of new processes, tools, and technologies through stakeholder engagement, communication, and training
• Build and scale new programs and processes from ambiguity, translating evolving business needs into structured execution roadmaps
• Translate complex business and technical requirements into actionable plans, partnering closely with technology teams to design and deliver scalable solutions
• Lead cross-functional execution across business, technology, operations, and external partners, ensuring alignment with enterprise strategy
• Facilitate leadership forums, governance routines, and steering committees to drive decision-making, prioritization, and accountability
• Develop executive communications, reporting, and insights, using data and analytics to measure performance and inform strategy
• Act as a liaison between business and technical teams, ensuring clarity, alignment, and successful delivery outcomes
• Provide direction and influence to cross-functional teams, driving execution through collaboration in a matrixed environment

• 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience supporting RIA, Wealth Management, or Financial Advisor practice environments
• Demonstrated expertise in change management methodologies and driving enterprise or business-line transformation initiatives
• Experience with practice management and advisor business models, including operational efficiency and client service enhancements
• Proven ability to build business processes, frameworks, or programs from the ground up in ambiguous environments
• Strong business management experience, including planning, performance measurement, and operational governance
• Advanced analytical and problem-solving skills, with the ability to generate data-driven insights and recommendations
• Strong executive communication skills, including development of presentations for senior leadership audiences
• Ability to translate complex business and technical needs into clear, actionable requirements
• Experience partnering with technology teams, vendors, and third-party providers
• Hands-on experience with Salesforce or similar CRM platforms, including implementation, optimization, or build-out efforts
• Proven ability to influence stakeholders and drive alignment across multiple levels of the organization

• Business Execution
• Implementation
• Strategic Planning
• Change Management
• Operational Efficiency
• Performance Measurement
• Data Analysis
• Problem-Solving
• Business Process Development
• KPI Monitoring

• Leadership
• Communication
• Collaboration
• Stakeholder Engagement
• Influencing
• Decision-Making
• Adaptability
• Strategic Thinking
• Executive Communication
• Cross-Functional Team Leadership