Provide practice management consulting and coaching to financial advisors, delivering workshops, one-to-one consulting, and resources on strategy, execution, financial management, systemization, growth, acquisitions, and succession. Develop Strategy & Execution content, toolkits, best practices, and train PM consultants while partnering across teams to strengthen advisor-facing offerings.

The Practice Management Consultant focuses on enhancing financial advisors' businesses through strategy, coaching, consulting, and delivering workshops on several management topics, especially financial management.

Partner with Worksite leadership to translate complex business questions into data-driven insights, lead cross-functional strategic projects, improve sales planning and enrollment outcomes, streamline executive reporting via automation and AI, and produce compelling presentations for senior leaders.