Sr. Practice Consultant, Integrations

Sr. Practice Growth Consultant, Integrations

Remote;
Waltham, Massachusetts, United States

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.

Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

This is a full-time, exempt hybrid position.

Integration Coaching and Advisor Adoption

• Serve as the primary Practice Management partner for newly acquired firms and tuck-in advisors throughout an approximately two-year integration and onboarding journey.
• Build trusted, collaborative relationships with integrating advisors, advisor teams, Regional Directors, the Regional Director of Integrations, and the Service Director for Integrations.
• Develop a deep understanding of each integrating firm's legacy culture, client experience model, practice structure, advisor strengths, growth opportunities, service model, planning process, and business priorities.
• Create customized onboarding and adoption plans for each firm and tuck-in advisor, recognizing that each integration requires a bespoke approach rather than a one-size-fits-all training model.
• Deliver 1:1 coaching, small-group coaching, team-based training, virtual sessions, in-person workshops, field visits, and reinforcement sessions to support advisor adoption and confidence.
• Help integrating advisors understand and adopt Allworth's advisor operating model, client experience expectations, planning standards, tools, workflows, and growth resources.
• Support advisors as they transition from their legacy platform and processes into Allworth's ecosystem, helping them understand not just what is changing, but why the changes matter for clients, advisors, and the firm.
• Reinforce new behaviors over time, recognizing that successful integration requires sustained coaching, follow-up, accountability, and relationship management beyond initial onboarding.

Training, Facilitation, and Change Management

• Design and facilitate practical, advisor-friendly learning experiences that help integrating advisors become confident using Allworth's tools, resources, processes, and client engagement capabilities.
• Partner with Learning & Development, Practice Management, Integrations, Service, Operations, Technology, Product, Planning, and other subject matter experts to create and deliver relevant advisor training content.
• Translate complex internal processes, systems, and resources into clear, actionable guidance for advisors and advisor teams.
• Serve as a change-management leader by helping advisors navigate uncertainty, understand the rationale for change, and adopt new behaviors that support long-term success at Allworth.
• Identify resistance points, adoption gaps, training needs, and communication issues early, and partner with the appropriate leaders and subject matter experts to address them.
• Balance empathy for advisors' legacy practices with clear expectations around Allworth's standards, operating model, client experience, compliance requirements, and business priorities.
• Create and deliver content that can be used across integrations while also tailoring the approach to each firm's specific needs, readiness, and stage of transition.

Allworth Platform and Tool…