Senior Consultant, Financial Services Practice Management (AI)

Location: Remote within the United States; candidates must reside in AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, or WI. Core hours should align with Mountain, Central, or Eastern time zones. Periodic travel to client headquarters, conferences, and partner events is required, approximately twice per month.

Salary: $150,000–$170,000 base salary, plus equity.

Company

AI software helps financial advisors automate operational work, improve client service, and grow their businesses.

What you will do

• Partner with home-office, branch, and regional leaders at large RIAs, broker-dealers, banks, and insurance organizations.
• Design and implement practice-management strategies, multi-phase rollouts, and adoption programs for enterprise clients.
• Create scalable best-practice content, playbooks, webinars, learning paths, and maturity models for advisors and producers.
• Lead discovery workshops, diagnose workflow, technology, and staffing inefficiencies, and develop scalable solutions.
• Represent the product at client events and industry conferences through live and virtual practice-management sessions.
• Surface enterprise client feedback and feature needs to the Product team.

Requirements

• 3–5+ years of experience in an RIA, broker-dealer, bank, or insurance environment.
• Experience managing complex industry workflows, end-to-end client lifecycles, scalable client processes, and advisory-focused practice models.
• Proven program-management experience launching initiatives for high-volume audiences and improving adoption.
• Strong consultative, strategic storytelling, data analysis, facilitation, and presentation skills, including confidence with senior stakeholders.
• Experience with CRM platforms in banking or financial services and familiarity with compliance, security, integration, and wealth-management technology requirements.
• Must reside in one of the listed US states and be able to work core hours aligned with Mountain, Central, or Eastern time zones.

Nice to have

• Experience in a startup or high-growth environment.
• PMP or another relevant certification.
• Fluency in wealth-management technology platforms and data analysis.

Culture & Benefits

• Remote work with a collaborative, low-ego environment.
• Medical coverage with 100% of the employee premium covered, plus dental and vision coverage.
• Unlimited PTO, paid sick time, and 11 paid holidays.
• Paid parental leave, including 12 weeks for birthing parents and 6 weeks for non-birthing parents.
• 401(k) with pre-tax and Roth options, equity, company laptop, and professional growth opportunities.

Hiring process

• 30-minute recruiter screen.
• Up to three 30–45-minute video interviews.
• Offer pending background and reference checks.