Top Consulting Jobs

Early-career rotational analyst role in Corporate Strategy/Development. Break down complex business problems, conduct industry and competitive research, analyze datasets, build financial models and valuations, evaluate financial statements and macro trends, support executive meetings, and develop presentation and client‑facing skills while rotating across strategy-related projects.

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.

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.