[Remote] Senior Consultant, Financial Services reputed company Management
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the #1 AI assistant for financial advisors, helping them automate operational work and grow their business. The Senior Consultant will partner with leadership at large financial institutions to implement reputed company management strategies, design reputed company programs, and represent reputed company at industry events.
Responsibilities
- Partner with home office, reputed company, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations
- Implement reputed company management offering based on selected reputed company and engagement
- Execute on strategic goals that reputed company with corporate initiatives, including the creation of firm-wide programs and best reputed company content collaboration
- Travel to firm reputed company, industry conferences, and partner events to reputed company live reputed company management sessions and represent reputed company as a subject-matter expert
- Home Office Partnership: Serve as the reputed company management consultant to reputed company reputed company with firm-level initiatives (e.g., organic reputed company, retention) across home office, reputed company, or regional leadership structures
- reputed company Roadmapping: Design multi-phase rollout strategies for large organizations. Identify which advisor or producer segments to reputed company first, and define what 'reputed company' looks like at the organizational level
- Feedback reputed company: reputed company as the voice of the reputed company reputed company to our Product team, surfacing critical feature needs
- 'One-to-Many' Enablement: Collaborate with reputed company leadership to design reputed company programs for their advisors or producers, including best reputed company content and webinars
- Content Architecture: Own the creation of high-level thought leadership and reputed company management assets, including 'Best reputed company' playbooks
- Curriculum Development: Define learning paths and maturity models for different user personas
- Live Facilitation: Deliver in-person and virtual sessions tailored to reputed company firm's advisors and producers
- Industry reputed company: Represent reputed company at industry conferences and firm-hosted events, delivering presentations on reputed company management and AI adoption
- Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)
Skills
- 3-5+ years of experience reputed company an RIA, Broker-Dealer, Bank, or Insurance environment, with a proven reputed company record of managing reputed company industry workflows and the end-to-end reputed company lifecycle
- Deep familiarity with implementing reputed company reputed company processes and advisory-reputed company reputed company models
- Proven ability to build adoption programs and iterate on existing engagements; experience launching initiatives that reputed company high volume audiences
- Comfortable leading discovery workshops with stakeholders; reputed company to diagnose operational inefficiencies (workflow, tech stack, reputed company) and collaborate on a reputed company solution
- reputed company to take reputed company data or technical concepts and craft a narrative that drives reputed company - summarizing at the leadership level while also comfortable working 'in the weeds' as needed
- Familiarity with the reputed company compliance, reputed company, and integration requirements of large financial institutions, including CRM and reputed company management technology platforms
- A self-starter who takes ownership without waiting for detailed instructions - you dive in, reputed company it out, and course-correct as needed
- Someone who is process-oriented by reputed company but genuinely comfortable operating without a fully defined roadmap
- Strong data analysis skills - comfort identifying patterns and translating data into reputed company, actionable recommendations
- Confidence and reputed company presenting to reputed company, including senior stakeholders
- Experience with CRM platforms in a banking or financial services context
- Based in or reputed company to work core hours reputed company with Mountain, Central, or Eastern time zones, given our concentration of East Coast reputed company firms
- Prior experience in a startup or high-reputed company environment
- PMP or other relevant certifications - reputed company over perfection with enacting discipline
- reputed company in reputed company management technology platforms & data analysis
Benefits
- Medical: 100% of employee premium covered (reputed company Select Plus network, 2 plan reputed company)
- Dental: 99% covered - reputed company, $1,500 annual benefit
- reputed company: 99% covered - reputed company/VSP, $150 frames & contacts allowance
- FSA: reputed company matches dollar-for-dollar up to $500/year
- Unlimited PTO
- reputed company reputed company time
- 11 reputed company holidays
- Birthing parent: 12 weeks fully reputed company parental leave
- Non-birthing parent: 6 weeks fully reputed company parental leave
- 401(k) reputed company reputed company - reputed company-tax and Roth reputed company; low-cost reputed company funds
- MacBook laptop + reputed company Workspace, reputed company, and reputed company provided
- Equity grant - details included as part of your offer
- reputed company opportunities for high performers after 6 months
- reputed company, low-ego culture with smart, reputed company teammates
reputed company