Senior Practice Strategy Consultant

As a Senior Practice Strategy Consultant, you’ll be at the forefront of transforming wealth management practices—bringing a strategic, forward‑thinking mindset with a client‑centric approach as you partner directly with branch teams to unlock growth, strengthen leadership structures, and build enduring, high‑performing organizations. Reporting to the Director, Practice Strategy Consultation, you will serve as a trusted strategic advisor, guiding teams through pivotal moments such as expansion, organizational redesign, and succession planning.

What You'll Do:

Lead sophisticated discovery engagements, translate complex data into clear insights,

Deliver customized, actionable recommendations grounded in best‑in‑class wealth management and practice management standards.

Continuously improve practice outcomes,

Your influence will be tangible—driving measurable business results, shaping the evolution of consulting offerings, and helping pract...