Professional Team Growth Consultant
Core
Trusted consultant to financial advisors and advisory teams providing strategic consulting on practice management, business planning, organizational design, and succession planning.
Role type
Senior IC practice management consultant
Builds
Advisory team performance, business scalability, and organizational effectiveness
Domain
Financial services / Advisory practice management
Required skills
Practice management consulting, organizational design, business planning, succession planning, financial analytics, facilitation, change management, stakeholder influence
Preferred skills
Leading sales groups, prior experience with financial advisors or offices
Technologies
Salesforce, Power BI, Microsoft Office
Responsibilities
Facilitate team discovery, strategic planning, and organizational design engagements; Analyze financial and operational data to identify growth opportunities; Guide teams through ownership, governance, and succession discussions; Lead virtual and in-person consulting engagements and workshops; Build relationships with advisors to drive behavioral change and strategy adoption
Seniority
Senior, hands-on IC