Practice Management Consultant

Ameritas; Oklahoma; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Flexible hybrid work

Paid time off

Health benefits

Job summary

Ameritas in the United States seeks a Practice Management Consultant to deliver coaching, consulting, and development solutions that accelerate advisor growth and performance. This role leads regional practice management initiatives, partnering with advisors to improve strategic planning, operational efficiency, and continuity planning.

The position requires 4+ years of consulting with financial advisors, a Bachelor's degree, strong facilitation and coaching skills, Series 6/7 (66 desired), and

Qualifications

• 4+ years of experience consulting with financial advisors and/or financial services practices.
• Bachelor's degree or equivalent combination of education and experience.
• Strong facilitation, coaching, and consultative skills with the ability to influence advisor outcomes.

Responsibilities

• Lead practice management initiatives within an assigned region to drive advisor growth.
• Consult with advisors to improve business performance through growth, efficiency, marketing, and development.
• Design and deliver advisor development programs, including workshops and coaching sessions.

Skills

Consulting

Coaching

Facilitation

Travel 25-50%

Education

Bachelor's degree

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:

A meaningful mission. Great benefits. A vibrant culture

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:

Ameritas Benefits

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.

For your time:

• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).

For your health and well-being:

• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well‑being programs with financial rewards.
• Employee assistance program (EAP).

For your professional growth:

• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.

For your community:

• Matching donations program.
• Paid volunteer time-- 8 hours per month.

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.