Practice Management Consultant

Ameritas; Lincoln (NE); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Tuition reimbursement

Incentive bonuses

Thrive Days

PTO

HSA contribution

Well-being programs

Matching donations

Parental leave

Fertility support

Backup care

Job summary

Ameritas is seeking a Practice Management Consultant to deliver coaching, consulting, and development solutions that drive advisor growth and firm profitability. This hybrid role is based in Lincoln, NE with travel across the United States.

You will lead regional practice management initiatives, design advisor development programs, and collaborate with Education & Development to accelerate growth and long‑term success.

Qualifications

• 4+ years of experience consulting with financial advisors or financial services practices.
• Bachelor's degree or equivalent combination of education and experience.
• Strong facilitation and coaching with the ability to influence advisor outcomes.
• Series 6/7 required; Series 7 and 66 desired.

Responsibilities

• Lead regional practice management initiatives to drive advisor growth through coaching, education, and strategic business planning.
• Consult with advisors and firms to improve business performance through practice management strategies.
• Design and deliver advisor development programs and coaching to drive accountability and measurable results.
• Develop and enhance practice management tools, resources, and value-added solutions to increase revenue and productivity.
• Advise on continuity, succession, and acquisition planning to support business sustainability.
• Collaborate with Education & Development and Onboarding teams to accelerate growth and long-term success.
• Partner with VPs, wholesalers, and other stakeholders to identify growth opportunities and expand adoption of services.
• Utilize Salesforce and other systems to measure program effectiveness and track outcomes.

Skills

Facilitation

Coaching

Consultative skills

Salesforce

Travel readiness

Education

Bachelor's degree

Series 6/7 license

Tools

Salesforce

Job description

As a Practice Management Consultant, you will deliver coaching, consulting, and development solutions to drive business growth and advisor success. This role leads practice management initiatives within an assigned region, helping advisors improve performance through strategic planning, operational efficiency, organizational development, and continuity planning. Travel within the United States approximately 25% to 50% is required.

This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.

What you do:

• Lead practice management initiatives within an assigned region to drive advisor growth through coaching, education, and strategic business planning.
• Consult with advisors and firms to improve business performance through practice management strategies focused on growth, operational efficiency, marketing, recruiting, and organizational development.
• Design and deliver advisor development programs, including workshops, study groups, cohort experiences, and one-on-one coaching that drive accountability and measurable business results.
• Develop, implement, and continuously enhance practice management tools, resources, and value-added solutions that help advisors increase revenue, improve productivity, and optimize business operations.
• Advise firms and advisors on continuity, succession, and acquisition planning to support business sustainability, asset retention, and successful transitions.
• Collaborate with Education & Development and Onboarding teams to create a cohesive advisor experience that accelerates growth and long-term success.
• Partner with Regional Vice Presidents, external and internal wholesalers, and other key stakeholders to identify growth opportunities, increase engagement, and expand adoption of practice management services.
• Utilize Salesforce and other business systems to manage advisor engagement, measure program effectiveness, and track business outcomes.

What you bring:

• 4+ years of experience consulting with financial advisors and/or financial services practices, with an emphasis on the broker-dealer and RIA space required.
• Bachelor's Degree or equivalent combination of education and experience required.
• Strong facilitation, coaching, and consultative skills with the ability to influence advisor business outcomes required.
• Series 6/7 required.
• Series 7 and 66 desired.
• Business coach certification(s) desired.
• The ability to travel 25% to 50% of the time is required.

What we offer:

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Thrive Days - Personal time off.
• Paid time off (PTO).

For your health and well-being:

• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.

For your professional growth:

For your community:

• Matching donations program.

For your family:

• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline

This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.