Sr. Practice Growth Consultant, Integrations

Integration Coaching and Advisor Adoption

• Serve as the primary Practice Management partner for newly acquired firms and tuck-in advisors throughout an approximately two-year integration and onboarding journey.
• Build trusted, collaborative relationships with integrating advisors, advisor teams, Regional Directors, the Regional Director of Integrations, and the Service Director for Integrations.
• Create customized onboarding and adoption plans for each firm and tuck-in advisor, recognizing that each integration requires a bespoke approach rather than a one-size-fits-all training model.
• Deliver 1:1 coaching, small-group coaching, team-based training, virtual sessions, in-person workshops, field visits, and reinforcement sessions to support advisor adoption and confidence.
• Help integrating advisors understand and adopt Allworth's advisor operating model, client experience expectations, planning standards, tools, workflows, and growth resources.
• Support advisors as they transition from their legacy platform and processes into Allworth's ecosystem, helping them understand not just what is changing, but why the changes matter for clients, advisors, and the firm.
• Reinforce new behaviors over time, recognizing that successful integration requires sustained coaching, follow-up, accountability, and relationship management beyond initial onboarding.

Training, Facilitation, and Change Management

• Design and facilitate practical, advisor-friendly learning experiences that help integrating advisors become confident using Allworth's tools, resources, processes, and client engagement capabilities.
• Partner with Learning & Development, Practice Management, Integrations, Service, Operations, Technology, Product, Planning, and other subject matter experts to create and deliver relevant advisor training content.
• Translate complex internal processes, systems, and resources into clear, actionable guidance for advisors and advisor teams.
• Identify resistance points, adoption gaps, training needs, and communication issues early, and partner with the appropriate leaders and subject matter experts to address them.
• Balance empathy for advisors' legacy practices with clear expectations around Allworth's standards, operating model, client experience, compliance requirements, and business priorities.

Allworth Platform and Tool Expertise

• Become a subject matter expert on Allworth's advisor tools, resources, technology platforms, planning capabilities, investment resources, client engagement tools, reporting, workflows, and practice management resources.
• Train advisors and teams on key Allworth capabilities, including financial planning resources, tax planning resources, estate planning resources, insurance planning resources, investment management resources, client communication practices, CRM usage, business planning tools, and advisor growth resources.
• Field advisor questions and determine whether issues should be resolved directly, escalated to an internal subject matter expert, or addressed through additional training or process clarification.
• Partner closely with internal teams to ensure advisor feedback from integrations is captured, synthesized, and used to improve future onboarding, training, tools, and processes.
• Identify best practices from acquired firms and tuck-in advisors that may be valuable to share more broadly across Allworth.

Integration Program Management and Cross-Functional Partnership

• Manage a portfolio of multiple integrating firms and tuck-in advisors at different stages of their onboarding journey, maintaining clear visibility into priorities, risks, milestones, and next steps.
• Work closely with the Regional Director of Integrations and Service Director for Integrations to ensure the advisor experience, service experience, and operational transition are coordinated and aligned.
• Partner with Regional Directors to ensure integrating advisors are successfully connected into their regional leadership structure and understand expectations for long-term performance, adoption, growth, and client experience.
• Collaborate with cross-functional teams to ensure onboarding plans are coordinated, sequenced appropriately, and responsive to each firm's unique integration needs.
• Support pre-integration planning, post-close onboarding, initial advisor training, ongoing reinforcement, adoption tracking, and long-term practice development.
• Maintain a clear understanding of where each firm or tuck-in advisor is in the integration journey and proactively identify what support is needed next.
• Help ensure integrations are not treated as single events, but as multi-stage journeys that require sustained relationship management, coaching, training, and follow-through.

Advisor Growth, Practice Management, and Business Development

• Coach integrating advisors on practice management disciplines that support long-term success at Allworth, including business planning, client segmentation, client communication, planning adoption, referral generation, center-of-influence development, growth behaviors, retention strategies, and client experience.
• Help advisors understand how to use Allworth's platform to grow their business, deepen client relationships, and deliver greater value to clients.
• Leverage experience across retail financial services, independent advisor environments, and W-2 advisor models to meet advisors where they are and help them successfully adapt to Allworth's model.
• Support advisors who are transitioning from an independent or 1099 model into Allworth's employee-based environment by helping them understand the cultural, operational, economic, and client-experience differences.
• Support W-2 advisors and tuck-in hires by helping them quickly understand Allworth's expectations, tools, client experience standards, and growth resources.
• Serve as a credible coach to advisors by bringing practical field experience, strong facilitation skills, consultative sales knowledge, and an understanding of how advisors build, manage, and grow client relationships.
• Encourage adoption of Allworth best practices while honoring the strengths, history, and client relationships that made the acquired firm or tuck-in advisor successful.
• Evangelize advisor best practices throughout the organization and help build a stronger, more scalable integration playbook over time.