Remote Senior Consultant Practice Management

Apply by Aug 15  |  $150,000-$170,000 base + equity THE OPPORTUNITYJoin a team that’s changing financial servicesZocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together. WHO YOU AREThe SHARC in the roomAt Zocks, we hire for SHARC - five qualities that define how our best people work and win together.S - SharpYou move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.H - HungryYou're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.A - AdaptableStartup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.R - ResilientBuilding something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.C - CuriousYou ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.WHAT YOU'LL DOPartner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizationsImplement practice management offering based on selected strategy and engagementExecute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaborationTravel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expertYour day-to-day1. Enterprise Strategy & Executive EngagementHome Office Partnership: Serve as the practice management consultant to align Zocks with firm-level initiatives (e.g., organic growth, retention) across home office, branch, or regional leadership structuresSuccess Roadmapping: Design multi-phase rollout strategies for large organizations. Identify which advisor or producer segments to target first, and define what "success" looks like at the organizational levelFeedback Loop: Act as the voice of the enterprise client to our Product team, surfacing critical feature needs2. Program Design & Scalable Content"One-to-Many" Enablement: Collaborate with enterprise leadership to design scalable programs for their advisors or producers, including best practice content and webinarsContent Architecture: Own the creation of high-level thought leadership and practice management assets, including "Best Practice" playbooksCurriculum Development: Define learning paths and maturity models for different user personas3. In-Person EngagementLive Facilitation: Deliver in-person and virtual sessions tailored to each firm's advisors and producersIndustry Presence: Represent Zocks at industry conferences and firm-hosted events, delivering presentations on practice management and AI adoptionTravel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)WHAT WE'RE LOOKING FORExperience & Expertise3-5+ years of experience within an RIA, Broker-Dealer, Bank, or Insurance environment, with a proven track record of managing complex industry workflows and the end-to-end client lifecycleDeep familiarity with implementing scalable client processes and advisory-focused practice modelsProgram Management: Proven ability to build adoption programs and iterate on existing engagements; experience launching initiatives that impact high volume audiences.Consultative Approach: Comfortable leading discovery workshops with stakeholders; able to diagnose operational inefficiencies (workflow, tech stack, staffing) and collaborate on a scalable solutionStrategic Storytelling: Able to take complex data or technical concepts and craft a narrative that drives action - summarizing at the leadership level while also comfortable working "in the weeds" as neededEnterprise Fluency: Familiarity with the complex compliance, security, and integration requirements of large financial institutions, including CRM and wealth management technology platformsWorking Style & MindsetA self-starter who takes ownership without waiting for detailed instructions - you dive in, figure it out, and course-correct as neededSomeone who is process-oriented by instinct but genuinely comfortable operating without a fully defined roadmapStrong data analysis skills - comfort identifying patterns and translating data into clear, actionable recommendationsConfidence and presence presenting to groups, including senior stakeholdersExperience with CRM platforms in a banking or financial services contextBased in or able to work core hours aligned with Mountain, Central, or Eastern time zones, given our concentration of East Coast client firmsBonus qualificationsPrior experience in a startup or high-growth environmentPMP or other relevant certifications - progress over perfection with enacting discipline Fluency in wealth management technology platforms & data analysis LOGISTICSThe detailsThis is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI Background and reference checks required as part of onboardingInterview process: 30-min recruiter screen Up to three 30-45-min video Offer pending references Total estimated time: ~3 hours COMPENSATION$150,000-$170,000 base salaryEquity - we're all building this togetherBENEFITSThe full pictureHealthMedical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)Dental: 99% covered - Guardian, $1,500 annual benefitVision: 99% covered - Guardian/VSP, $150 frames & contacts allowanceFSA: Zocks matches dollar-for-dollar up to $500/yearTime offUnlimited PTOPaid sick time11 paid holidaysFamilyBirthing parent: 12 weeks fully paid parental leaveNon-birthing parent: 6 weeks fully paid parental leaveFinancial401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard fundsEverything elseMacBook laptop + Google Workspace, Slack, and Zoom providedEquity grant - details included as part of your offerGrowth opportunities for high performers after 6 monthsCollaborative, low-ego culture with smart, kind teammates EQUAL OPPORTUNITYZocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.