Practice Management Lead

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments; Lehi (UT); Hybrid; USD 113,942 - 178,877; Full time

Benefits offered by this job

Health, dental, vision coverage

401(k) plan with employer match

Paid parental leave

Pet benefits

Student loan repayment assistance

Job summary

BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments in Utah seeks a Practice Management Lead to partner with financial advisory firms, helping build healthier, scalable, and higher-value practices.

The role focuses on evaluating operations, designing growth strategies, and guiding organizational change with cross‑functional teams, educators, and advisors. A Bachelor’s degree is required with CFP preferred for advanced designation consideration.

Qualifications

• Minimum of a Bachelor’s degree.
• Strong business acumen with ability to assess advisor business models and financial drivers.
• Experience in practice management, business consulting, or related leadership roles.

Responsibilities

• Consult with advisory firms to evaluate operations and develop growth strategies.
• Lead practice management engagements on operational efficiency and capacity planning.
• Advise leadership on staffing, organization design, and scalable operations.
• Facilitate planning sessions, reviews, and advisory education sessions.
• Coach advisors through organizational change and actionable implementations.
• Develop repeatable frameworks, playbooks, and diagnostics for the team.
• Analyze financial metrics, KPIs, and benchmarking to inform recommendations.
• Collaborate with technology and other partners to deliver integrated solutions.
• Create thought leadership and advisor education content on practice management.

Skills

Business acumen

Consulting

Executive communication

Stakeholder influence

Analytical thinking

Implementation planning

Relationship building

Written communication

Verbal communication

Time management

MS Office

Education

Bachelor's degree

CFP designation preferred

Tools

Microsoft Office

Job description

Overview

As a Practice Management Lead, you will serve as a consultative partner to financial advisory firms, helping advisors build healthier, scalable, and more valuable businesses.

Responsibilities

• Consult with financial advisory firms to evaluate business operations, identify opportunities, and develop actionable strategies that support growth, scalability, profitability, and enterprise value.
• Lead practice management engagements focused on operational efficiency, organizational design, business planning, capacity planning, pricing, service models, client segmentation, and sustainable growth strategies.
• Advise advisor leadership teams on staffing models, delegation, role clarity, organizational structure, and capacity needs to support scalable business operations.
• Facilitate strategic planning sessions, business reviews, accountability meetings, workshops, and educational presentations with advisors and firm leadership teams.
• Coach advisors through operational and organizational change, helping translate recommendations into practical implementation plans and measurable outcomes.
• Develop, refine, and maintain repeatable consulting frameworks, tools, playbooks, diagnostics, and best practices for the Business Consulting team.
• Analyze advisor business models, financial metrics, benchmarking data, operational KPIs, and practice management trends to inform recommendations and decision‑making.
• Collaborate with internal technology consultants, behavioral finance specialists, and other cross‑functional partners to deliver comprehensive consulting solutions aligned to advisor needs.
• Create and deliver thought leadership, webinars, training materials, and advisor education content on practice management and business optimization topics.
• Stay informed on industry trends, best practices, and emerging issues impacting independent advisory firms, RIAs, broker‑dealers, and wealth management organizations.

Qualifications

• Strong business acumen with the ability to assess advisor business models, operational needs, growth opportunities, and financial performance drivers.
• Effective consulting, facilitation, coaching, and executive communication skills.
• Ability to influence stakeholders, guide decision‑making, and support organizational change with advisor leadership teams.
• Strong analytical, problem‑solving, and critical thinking skills with the ability to interpret business diagnostics, financial metrics, benchmarking data, and operational KPIs.
• Ability to develop practical recommendations, implementation plans, and scalable consulting resources.
• Ability to build and sustain trusted professional relationships with advisors, business owners, and internal partners.
• Effective written, listening, presentation, and verbal communication skills.
• Experience managing multiple priorities, working independently, and maintaining attention to detail in a client‑facing environment.
• Proficient skills with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Minimum of a Bachelor’s degree.
• Preferred: Advanced degree or relevant industry designation, such as CFP.
• Preferred: Experience in practice management, business consulting, management consulting, financial advisory leadership, wealth management, or a related field.
• Preferred: Experience advising business owners or leadership teams on growth, operations, organizational effectiveness, profitability, or strategic planning.
• Preferred: Experience working with independent RIAs, broker‑dealers, financial advisory firms, or wealth management organizations.
• Preferred: Experience developing consulting methodologies, playbooks, advisor education programs, or business optimization frameworks.
• Preferred: Public speaking, workshop facilitation, or executive presentation experience.

Preferred Qualifications

• Experience in behavioral finance, client‑centric approaches, finance strategy, innovation, quantitative research, technical proficiency, time management, and collaborative work.

Salary Range

$113,942.00 - $178,877.00

Benefits

• Health, dental, vision, and disability coverage on day one.
• 401(k) plan with employer match.
• Paid parental leave.
• Pet benefits including pawternity leave and pet insurance.
• Student loan repayment assistance.

Location

Hybrid – required to work in‑office on three (3) or more days per week at a listed office location. Remote work arrangements may be considered based on experience and business needs.