Senior Consultant, Financial Services Practice Management
About the role
Zocks 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.
Responsibilities
Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations
Implement practice management offering based on selected strategy and engagement
Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration
Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expert
Requirements
3-5+ 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 lifecycle
Deep familiarity with implementing scalable client processes and advisory-focused practice models
Proven ability to build adoption programs and iterate on existing engagements; experience launching initiatives that impact high volume audiences
Comfortable leading discovery workshops with stakeholders; able to diagnose operational inefficiencies (workflow, tech stack, staffing) and collaborate on a scalable solution
Strategic 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 needed
Enterprise Fluency: Familiarity with the complex compliance, security, and integration requirements of large financial institutions, including CRM and wealth management technology platforms
Qualifications
Working Style & Mindset: Self-starter who takes ownership without waiting for detailed instructions - you dive in, figure it out, and course-correct as needed
Process-oriented by instinct but genuinely comfortable operating without a fully defined roadmap
Strong data analysis skills - comfort identifying patterns and translating data into clear, actionable recommendations
Confidence and presence presenting to groups, including senior stakeholders
Experience with CRM platforms in a banking or financial services context
Skills
Sharp
Hungry
Adaptable
Resilient
Curious
Benefits
Health Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
Dental: 99% covered - Guardian, $1,500 annual benefit
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
FSA: Zocks matches dollar-for-dollar up to $500/year
PTO: Unlimited Paid Time Off
Paid Sick Time: 11 days
Family: Birthing parent: 12 weeks fully paid parental leave
Non-birthing parent: 6 weeks fully paid parental leave
Financial: 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
MacBook laptop + Google Workspace, Slack, and Zoom provided
Equity grant - details included as part of your offer
Growth opportunities for high performers after 6 months
Collaborative, low-ego culture with smart, kind teammates
Pay
$150,000-$170,000 base salary
Schedule
Remote position, but able to work core hours aligned with Mountain, Central, or Eastern time zones, given our concentration of East Coast client firms