Senior Practice Management Consultant

Key Responsibilities

• Consultation Delivery: Conduct strategic coaching and/or consulting engagements with branch teams, focusing on growth strategies, team design, client segmentation, workflow optimization, and succession planning.
• Discovery & Analysis: Perform in-depth discovery and diagnostic processes to understand branch team dynamics, challenges, and opportunities, leveraging data analysis to inform recommendations based on root cause analyses.
• Customized Recommendations: Lead practice strategy engagements across a range of topics, leveraging proven practices, and developing tailored strategies and implementation plans based on deep expertise in wealth management, practice management, and industry standards, ensuring alignment with branch goals, market conditions and firm outcomes.
• Stakeholder Collaboration and Influence: Build strong relationships with practice teams and partnerships with interna...