Lead Practice Strategy Consultant

We are seeking a highly strategic, results-driven Lead Practice Strategy Consultant to serve as a senior advisor to some of the firm’s largest and most sophisticated wealth management practices. This role supports teams managing $500 million to $1 billion+ in Assets Under Management (AUM), guiding advisors and branch leaders through complex growth, succession, acquisition, compensation, and business transformation initiatives.

As a trusted partner to senior leadership and top-producing advisors, you will design and deliver impactful consulting engagements that drive sustainable growth, operational excellence, advisor retention, and enhanced client experiences. This role requires a combination of strategic consulting expertise, financial acumen, organizational design experience, and executive-level influence.

The Lead Practice Strategy Consultant operates with a high degree of autonomy and visibility, helping to shape enterprise priorities while developing innovative solutions for the firm’s most valuable practices.

What You’ll Do

• Partners with financial advisors, practice leaders, and senior stakeholders to develop and execute strategies that drive business growth, profitability, and long-term enterprise value.

• Consult on advanced practice management initiatives, including organizational design, client segmentation, service models, capacity planning, and operational scalability.

• Advise on complex business decisions related to compensation structures, incentive programs, ownership models, succession planning, and team development.

• Analyze practice performance, financial results, and growth opportunities to deliver actionable insights and recommendations that enhance business outcomes.

• Lead strategic consulting engagements with advisor teams and leadership, facilitating alignment, influencing key decisions, and driving execution of business priorities.

• Support business transitions and growth initiatives, including acquisitions, succession events, team restructuring, and ownership changes.

• Develop and implement frameworks, tools, and thought leadership that elevate practice management capabilities and create scalable impact across the organization.

• Stay abreast of industry trends, market dynamics, and emerging growth strategies to help advisors and leadership teams navigate an evolving wealth management landscape.

What Experience You Need

• Bachelor’s degree in finance or related field

• 8 to 10 years of experience years of experience in financial services or a related field, serving as a Senior Advisor to financial advisory practices with at least $500 million in assets under management (AUM) and supporting clients with sophisticated wealth management needs.

• Active Series 7 and 66 licenses

What Would Set You Apart

• An MBA or masters in a related field

• 10 plus years of experience years of experience in financial services or a related field, serving as a Senior Advisor to financial advisory practices with at least $500 million in assets under management (AUM) and supporting clients with sophisticated wealth management needs.