Sr. Practice Consultant, Integrations

SUMMARY

The Practice Growth Consultant
- Integrations plays a critical role in helping newly acquired firms and tuck‑in advisors successfully transition into Allworth Financial. This role is responsible for guiding advisors through a structured, high‑touch, and customized onboarding and adoption journey that typically extends for approximately two years.

This position serves as a trusted advisor, coach, facilitator, and change‑management partner to integrating advisors and teams. The role requires the ability to build strong relationships with advisors, understand each firm’s legacy business model and culture, and translate Allworth’s tools, resources, expectations, operating model, and value proposition into a practical, advisor‑friendly development journey.

The Practice Growth Consultant
- Integrations will work with multiple integrating firms and tuck‑in advisors at the same time, often across different cities, markets, and stages of integration. The role requires a flexible and bespoke approach, including 1:1 coaching, group facilitation, in‑person training, virtual sessions, workshops, field visits, and ongoing reinforcement. Success requires strong partnership with the Regional Director of Integrations, Service Director for Integrations, Regional Directors, Practice Management, Learning & Development, Service, Operations, Technology, Planning, Product, Compliance, and other key subject matter experts.

The ideal candidate has deep financial services experience, including direct exposure to retail advisor environments, advisor coaching, practice management, sales leadership, and both independent/1099 and employee/W‑2 advisor models.

This is a full‑time, exempt hybrid position.

• 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.

• 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…