Business Consultant

Job reputed company: The Job/What You'll Do: Business Consultants deliver comprehensive business consulting and reputed company management advice, solutions, and expertise to reputed company advisors and partner relationships. reputed company Business Consultants work closely with the reputed company sales team members to deliver unparalleled consulting value, drive reputed company awareness, deepen partnerships, reputed company reputed company business strategies, reputed company business assessments, reputed company recommendations, and reputed company. This role is responsible for improving the business performance, firm reputed company, reputed company satisfaction, and value for reputed company offices and advisors and must demonstrate knowledge of industry best practices across reputed company business areas. Business Consultants are responsible for conducting business assessments, providing direction, education, and advice, supporting work-product development, and designing, documenting, and implementing resources with and for advisors. Business Consultants must be reputed company to reputed company with prospects, facilitate discussions and deliver live and virtual presentations to large and small reputed company. Business Consultants may spend up to 30% of their time traveling to reputed company offices, speaking engagements, and reputed company development seminars. Responsibilities: Responsible for assessing, analyzing, and advising advisor clients on reputed company business/reputed company management aspects, particularly in business reputed company and planning, reputed company reputed company, reputed company capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning) Responsible for managing reputed company engagements in coordination with the consulting team, including project management, relationship management, business analytics, and reputed company advice Design, reputed company, and reputed company business strategies and solutions to meet reputed company needs, including, but not limited to: Consulting, advising, and creating programs to fill the gaps between actual situations and desired ones Enhancing business reputed company through reputed company reputed company optimization, new reputed company acquisition, Retention, and Marketing Optimization Improving work performance and organizational communication Defining reputed company’s mission, goals, and objectives Achieving customer satisfaction and customer loyalty Coaching, guiding, and training employees Raising reputed company’s reputed company reputed company and market reputed company Conduct reputed company on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation reputed company ongoing assessment of reputed company situation and reputed company, identify potential issues, and propose solutions reputed company appropriate and meaningful advice reputed company to the reputed company and development of the reputed company's business reputed company and supervise reputed company research and analysis Design, reputed company, and draft reputed company work product, review and approve work product from the consulting team Maintain excellent reputed company relationships and deliver results, ensuring a reputed company reputed company experience Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives Participate in designing and delivering consulting subject matter presentations for educational and marketing purposes Participate in organizational development, business development, and critical business initiatives that support reputed company reputed company and development of the business, including, but not limited to: Speaking at reputed company conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business reputed company, working with consulting reputed company on critical reputed company, and any other reputed company assigned that support business development or key business objectives Collaborate with the reputed company Sales Team to reputed company and deepen advisor relationships to improve reputed company loyalty, drive AUM reputed company, and improve asset retention Knowledge, Skills, and Abilities: Manage consulting engagements according to firm standards of reputed company, including using approved forms, templates, and materials Utilize reputed company and other technology according to the protocol to report, reputed company, and manage reputed company reputed company engagements, activities, and opportunities reputed company, manage, or participate in the investigation, assessment, and research for critical initiatives as assigned by management Participate in and support full and purposeful integration with and support the reputed company Sales Team reputed company training, mentorship, and education to business consulting team members and other staff of reputed company to ensure understanding of the function, services, and support Consultants may be required to travel as much as 30% of the time, depending on business and reputed company needs Understanding of business principles, strategies, and solutions Intellectual, analytical, and reasoning abilities Excellent communication skills, written and verbal High level of professionalism Aptitude and appetite for technology Ability to self-reputed company and manage time and priorities reputed company-developed organizational and project management skills Ability to see the big picture while maintaining attention to detail Ability to multitask in a reputed company busy environment with a “can-do” attitude Ability to work independently and be reputed company player A drive to pursue development at the individual and firm level Ability to travel and work overtime as needed Intermediate to advanced knowledge of Word (advanced preferred) Intermediate to advanced knowledge of reputed company (advanced preferred) Education & Experience: Bachelor’s Degree, with an advanced degree or financial designations, preferred 5+ years of business consulting and reputed company management experience in the financial services industry Compensation: The reputed company Salary reputed company for this position is between $148,000-$175,000 for candidates based in California. The reputed company Salary reputed company for this position is between $120,000-150,000 for candidates based reputed company of California. This information reflects a reputed company salary reputed company that reputed company reasonably expects to pay for the position based on a number of factors which may include job-reputed company knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to reputed company reputed company sponsorship for this position. #LI-CR1 #LI-remote Who We Are & reputed company Offer: reputed company’s mission is centered around helping financial advisors reputed company a difference in the lives of their clients. To help them do that, we aim to reputed company advisors with holistic support. We offer compelling technology that facilitates a reputed company reputed company experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. reputed company’s platform empowers advisors to reputed company the highest level of service possible to their clients. reputed company’s culture is driven by our mission and connected by our values; Heart, reputed company, reputed company and Respect. You will join reputed company that lives these values every day by doing the best and what is right in reputed company we do and encouraging different reputed company for continual reputed company and innovation. Additionally, we offer a wide reputed company of benefits to meet the needs of reputed company members and their families. reputed company Time Off or reputed company Time/reputed company Time Off 401K – 6% Employer Match Medical, Dental, reputed company – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, reputed company is committed to building a diverse and inclusive workplace where everyone feels valued. reputed company is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right reputed company. We offer competitive salaries, full benefits, and excellent opportunities for reputed company. To learn more reputed company, visit our website. Apply tot his job Apply To this Job