Senior Consultant - Practice Management & Teams

Senior Consultant – Practice Management & Teams

Undergraduate degree and 15 – 20+ years experience in financial services, consulting with financial advisors
Willingness to travel; estimated at 30%
Ability to learn new systems quickly, project management and organizational skills and dedication to client service
Ability to manage multiple projects simultaneously with tight deadlines
Proficiency with Microsoft Suite and willingness to become DISC, Working Genius and Business Coach certified

Provide proactive and reactive coaching and consulting to advisors and teams (70%)
Serve as a mediator, facilitator, and consultant to advisors and teams through a process which focusses on team health and dynamics in addition to practice efficiency, growth, effective communication and team leadership
Provide coaching and consulting expertise in the areas of teaming, strategic planning, business planning, segmentation, value proposition, service models, building a brand, and effective communication
Work with others in the department, field leadership, and regional consulting teams to identify and work with target advisors and teams
Develop and lead workshops that illuminate practice opportunities and gaps to inspire action (20%)
Identify areas of greatest need among advisors and teams, and develop strategies to address those needs
Lead, facilitate and present workshops and programs for our top-tier and mid-tier advisors and teams
Contribute team expertise to the field, department and firm (10%)
Work closely with other members of the team to share best practices and to discuss challenges and solutions
Contribute to the use of metrics, benchmarks, and regular reporting to track progress and business results for coaching engagements and other department initiatives
Provide guidance to branch directors and complex directors on incorporating best practices into their branches and complexes

MBA or equivalent work experience
Organizational health and team development experience
Experience as a financial advisor or in a role that works directly with financial advisors
Proficiency with business analytics, client segmentation, tracking and evaluation tools