Zions Bancorporation · 5 hours ago
Practice Management Consultant - Wealth Management
Salt Lake City, Utah, United States
Full-time
Onsite
Senior Level
6+ years expZions Bancorporation is one of the nation’s premier financial services companies, and they are seeking a Practice Management Consultant to enhance team performance and client experience in Wealth Management. The role involves training, client material curation, and product management to support financial advisors and improve operational excellence.
AgricultureBankingFinanceFinancial Services
Responsibilities
Build, own, and run a formal onboarding and training program for all core business lines within Wealth (Advisor, Wealth Select, Planning, Portfolio Management), ensuring consistency, excellence, and adaptability to evolving industry standards
Partner with leadership to design and implement career development roadmaps, identify growth opportunities, and support advancement strategies across all job families within Wealth Management
Design and deliver workshops, webinars, and group sessions on practice management topics, including time management, client experience, go to market strategy, branding based on client personas, platform support, internal partners, and operational excellence
Serve as the subject matter expert (SME) for all existing and new platforms, providing coaching, development, and driving adoption across the broader Wealth team
Develop and curate training materials, playbooks, and client-facing resources tailored to advisor needs and firm initiatives
Foster collaboration and shared learning across teams, acting as a resource for ongoing professional development
Lead the creation, review, and continuous improvement of client-facing content and presentations, ensuring clarity, compliance, and impact
Leverage Salesforce to document and track client touchpoints, measure engagement success, and provide actionable insights to enhance client interactions
Curate and maintain a library of best-in-class materials to support advisors in client meetings, events, and campaigns through Seismic
Collaborate with subject matter experts to ensure materials reflect current trends, regulatory requirements, and firm standards
Conduct thorough reviews of existing platforms and proposed enhancements to assess functionality, efficiency, and alignment with business objectives
Provide well-reasoned recommendations for system changes or upgrades, ensuring decisions are informed by operational needs and client experience goals
Partner with stakeholders to develop and deliver training programs that promote understanding and adoption of new or updated systems, driving smooth transitions and maximizing utilization
Work closely with operations, compliance, and service teams to streamline workflows and ensure successful implementation of initiatives
Build strong relationships across advisor teams, support staff, and bank partners, fostering a collaborative and high-performing culture
Serve as a resource for advisors preparing for client meetings, events, and campaigns
Develop and deliver training programs to strengthen licensed banker skills and drive performance
Manage onboarding and inclusion processes for new licensed bankers, ensuring smooth integration into the program
Work with compliance to facilitate exam registration and licensing steps, maintaining accurate records and supporting timely completion
Monitor licensed banker production and performance metrics, providing insights and recommendations for improvement
Continuously enhance the program by incorporating feedback, best practices, and industry developments, and program compensation oversight
Qualification
Required
Bachelor's degree in business, Finance, or related field
6+ years experience with practice management training, leadership development, onboarding, and customer/client service or other directly related experience
Deep understanding of advisor business models, client service strategies, and industry best practices and advanced knowledge of wealth management practice, solutions, and products
Exceptional communication, coaching, and analytical skills
Proven ability to manage multiple projects and deliver results in a dynamic environment
Proficiency in CRM systems (e.g., Salesforce), Microsoft Office Suite, Seismic, and data visualization tools
Familiarity with or expertise in leveraging AI tools to enhance efficiency, decision-making, and client engagement
Ability to design and implement program onboarding and practice management plans that align with organizational goals
Skilled in supporting market leaders through execution of initiatives, delivery of services, and optimization of advisor workflows
Preferred
Master's degree
Experience managing, coaching and driving team performance in a sales oriented, client facing environment
Series 7, 66, or combination of 65/63 licenses
Benefits
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
Company
Zions Bancorporation
Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance.
10001+ employees
H1B Sponsorship
Zions Bancorporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (68)
2024 (39)
2023 (61)
2022 (68)
2021 (45)
2020 (36)
Funding
Current Stage
Public CompanyTotal Funding
$1.09B2025-08-11Post Ipo Debt· $500M
2024-11-14Post Ipo Debt· $500M
2013-09-13Post Ipo Debt· $87.9M
Leadership Team
Harris Simmons
Chairman and CEO
Recent News
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase