Practice Management Consultant
$89,360–$147,480 year
On-site · Milwaukee, Wisconsin, United States
Job Summary
Lead consultant on compliant team compensation incentive plans, leveraging best practices to balance interests of Financial Advisors and Enterprise while adhering to governance, risk, and regulatory standards. Serve as a trusted adviser between the Home Office, Field Supervision, and Financial Advisors to drive alignment on compensation strategies, develop and maintain policies and training resources, and support field growth. Provide independent feedback and guidance on advisor team member compensation plans, formulate recommendations, and collaborate with internal stakeholders to resolve issues and move initiatives forward. Develop and present content to network offices and study groups, and assist the Design and Execution team in creating resources for the field. Demonstrate strong leadership, project management, analytical, and communication skills to influence decisions, manage multiple projects, and improve operational efficiency across the organization.
Required Qualifications
- Bachelor's Degree in Business Administration or equivalent
- Minimum five years of progressively responsible experience in financial services or related business administration functions
- Minimum of 2 years organizational and project management experience
- Ability to prioritize consulting and project work and communicate with clients and internal stakeholders
- Strong leadership, decision-making, and team-building skills
- Excellent written and verbal communication skills and ability to present reports to diverse audiences
- Ability to influence leaders and stakeholders without direct authority
- Self-motivated with initiative and accountability for results
- Proactive, consultative mindset with ability to identify and assess risks or trends
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