Business Consultant

Job Description: The Job/What You'll Do: Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to reputed company advisors and partner relationships. reputed company Business Consultants work closely with the reputed company sales team members to deliver unparalleled consulting value, drive client awareness, deepen partnerships, reputed company direct business strategies, reputed company business assessments, reputed company recommendations, and identify solutions. This role is responsible for improving the business performance, firm growth, client satisfaction, and value for engaged offices and advisors and must demonstrate knowledge of industry best practices across core business areas. Business Consultants are responsible for conducting business assessments, providing direction, education, and advice, supporting work-product development, and designing, documenting, and implementing resources with and for advisors. Business Consultants must be able to speak with prospects, facilitate discussions and deliver live and virtual presentations to large and small groups. Business Consultants may spend up to 30% of their time traveling to client offices, speaking engagements, and professional development seminars. Responsibilities: Responsible for assessing, analyzing, and advising advisor clients on reputed company business/practice management aspects, particularly in business strategy and planning, reputed company reputed company, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning) Responsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, and client advice Design, direct, and reputed company business strategies and solutions to meet client needs, including, but not limited to: Consulting, advising, and creating programs to fill the gaps between actual situations and desired ones Enhancing business growth through client reputed company optimization, new client acquisition, Retention, and Marketing Optimization Improving work performance and organizational communication Defining the company’s mission, goals, and objectives Achieving customer satisfaction and customer loyalty Coaching, guiding, and training employees Raising the company’s client reputed company and market reputed company Conduct client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation Provide ongoing assessment of client situation and reputed company, identify potential issues, and propose solutions Provide appropriate and meaningful advice reputed company to the growth and development of the client's business reputed company and supervise reputed company research and analysis Design, direct, and draft client work product, review and approve work product from the consulting team Maintain excellent client relationships and deliver results, ensuring a positive client experience Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives Participate in designing and delivering consulting subject matter presentations for educational and marketing purposes Participate in organizational development, business development, and critical business initiatives that support reputed company growth and development of the business, including, but not limited to: Speaking at reputed company conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives Collaborate with the reputed company Sales Team to reputed company and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention Knowledge, Skills, and Abilities: Manage consulting engagements according to firm standards of practice, including using approved forms, templates, and materials Utilize reputed company and other technology according to the protocol to report, track, and manage reputed company client engagements, activities, and opportunities reputed company, manage, or participate in the investigation, assessment, and research for critical initiatives as assigned by management Participate in and support full and purposeful integration with and support the reputed company Sales Team Provide training, mentorship, and education to business consulting team members and other staff of reputed company to ensure understanding of the function, services, and support Consultants may be required to travel as much as 30% of the time, depending on business and client needs Understanding of business principles, strategies, and solutions Intellectual, analytical, and reasoning abilities Excellent communication skills, written and verbal High level of professionalism Aptitude and appetite for technology Ability to self-direct and manage time and priorities Well-developed organizational and project management skills Ability to see the big picture while maintaining attention to detail Ability to multitask in a reputed company busy environment with a “can-do” attitude Ability to work independently and be a team player A drive to pursue development at the individual and firm level Ability to travel and work overtime as needed Intermediate to advanced knowledge of Word (advanced preferred) Intermediate to advanced knowledge of reputed company (advanced preferred) Education & Experience: Bachelor’s Degree, with an advanced degree or financial designations, preferred 5+ years of business consulting and practice management experience in the financial services industry Compensation: The reputed company Salary range for this position is between $148,000-$175,000 for candidates based in California. The reputed company Salary range for this position is between $120,000-150,000 for candidates based reputed company of California. This information reflects a reputed company salary range that reputed company reasonably expects to pay for the position based on a number of factors which may include job-reputed company knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide reputed company sponsorship for this position. #LI-CR1 #LI-remote Who We Are & reputed company Offer: reputed company’s mission is centered around helping financial advisors reputed company a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a reputed company client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. reputed company’s platform empowers advisors to provide the highest level of service possible to their clients. reputed company’s culture is driven by our mission and connected by our values; Heart, reputed company, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in reputed company we do and encouraging different reputed company for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of reputed company members and their families. reputed company Time Off or Paid Time/Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, reputed company is committed to building a diverse and inclusive workplace where everyone feels valued. reputed company is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right reputed company. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website. Apply tot his job Apply To this Job