Senior Practice Consultant, Integrations

Responsibilities

• 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 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.
• Become a subject matter expert on Allworth's advisor tools, resources, technology platforms, planning capabilities, investment resources, client engagement tools, reporting, workflows, and practice management resources.
• Help integrating advisors understand how to leverage Allworth's full platform to improve client experience, deepen client relationships, drive retention, support growth, and create greater practice efficiency.
• Train advisors and teams on key Allworth capabilities, including financial planning resources, tax planning resources, estate planning resources, insurance planning resources, investment management resources, client communication practices, CRM usage, business planning tools, and advisor growth resources.
• Field advisor questions and determine whether issues should be resolved directly, escalated to an internal subject matter expert, or addressed through additional training or process clarification.
• Partner closely with internal teams to ensure advisor feedback from integrations is captured, synthesized, and used to improve future onboarding, training, tools, and processes.
• Identify best practices from acquired firms and tuck‑in advisors that may be valuable to share more broadly across Allworth.
• Manage a portfolio of multiple integrating firms and tuck‑in advisors at different stages of their onboarding journey, maintaining clear visibility…