zocks - Senior Consultant Practice Management

• The SHARC in the room • At Zocks, we hire for SHARC - five qualities that define how our best people work and win together. • You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership. • You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode. • Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next. • Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture. • You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking. • 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 • Program Management: Proven ability to build adoption programs and iterate on existing engagements; experience launching initiatives that impact high volume audiences. • Consultative Approach: 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 • Working Style & Mindset • A self-starter who takes ownership without waiting for detailed instructions - you dive in, figure it out, and course-correct as needed • Someone who is 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 • Based in or able to work core hours aligned with Mountain, Central, or Eastern time zones, given our concentration of East Coast client firms • Prior experience in a startup or high-growth environment • PMP or other relevant certifications - progress over perfection with enacting discipline • Fluency in wealth management technology platforms & data analysis • This is a remote position, but we are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI • Background and reference checks required as part of onboarding • Interview process: • 30-min recruiter screen • Up to three 30-45-min video • Offer pending references • Total estimated time: ~3 hours