Practice Management Lead

Orion; Lehi (UT); On-site; USD 113,942 - 178,877; Full time

Benefits offered by this job

Health, dental, vision coverage

401(k) with employer match

Paid parental leave

Pet benefits

Student loan repayment

Job summary

Orion is seeking a Practice Management Lead to partner with financial advisory firms, evaluating operations and guiding growth through effective staffing, pricing, and service models. You will lead engagements, coach leadership, and develop frameworks for sustainable improvement.

You will collaborate with internal technology consultants and behavior finance specialists to deliver comprehensive solutions and drive measurable outcomes for RIAs and wealth management firms.

Qualifications

• Minimum of a Bachelor’s degree.
• Advanced degree or professional designation (e.g., CFP) preferred.
• Experience in practice management, business consulting, or wealth management advantageous.

Responsibilities

• Consult with advisory firms to evaluate operations and develop actionable growth strategies.
• Lead practice management engagements focusing on efficiency, planning, pricing, and service models.
• Advise leadership on staffing, delegation, org design, and capacity needs for scalable operations.
• Facilitate strategic planning sessions, reviews, and educational presentations with firm leadership.
• Coach advisors through organizational change and translate recommendations into implementable plans.
• Develop and maintain repeatable consulting frameworks, tools, and playbooks for the team.
• Analyze business models, financial metrics, and KPIs to inform recommendations.
• Collaborate with internal tech consultants and behavioral finance specialists to deliver integrated solutions.
• Create thought leadership, webinars, and advisor education content on practice management topics.
• Stay informed on industry trends impacting RIAs, broker-dealers, and wealth managers.

Skills

Behavioral Finance

Client-Centric

Effective Communication

Finance Strategy

Innovation

Quantitative Research

Technical Proficiency

Time Management

Work Collaboratively

Education

Bachelor's degree

CFP or advanced degree

Tools

Microsoft Office

Job description

About This Opportunity

As a Practice Management Lead, you will serve as a consultative partner to financial advisory firms, helping advisors build healthier, more scalable, and more valuable businesses. This role evaluates advisor business operations, identifies opportunities for improvement, and recommends practical strategies across operational efficiency, organizational design, business planning, profitability, client segmentation, capacity planning, pricing, service models, and sustainable growth. The Practice Management Lead partners directly with advisor leadership teams to facilitate planning discussions, coach implementation, and drive measurable business improvement. This role also collaborates with internal technology consulting and behavioral finance partners to deliver comprehensive business consulting solutions while maintaining ownership of the core practice management workstream.

In This Role, You'll Get To

• 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

We're Looking For Talent Who

• Has strong business acumen with the ability to assess advisor business models, operational needs, growth opportunities, and financial performance drivers
• Has effective consulting, facilitation, coaching, and executive communication skills
• Influences stakeholders, guides decision‑making, and supports organizational change with advisor leadership teams
• Has strong analytical, problem‑solving, and critical thinking skills with the ability to interpret business diagnostics, financial metrics, benchmarking data, and operational KPIs
• Has ability to develop practical recommendations, implementation plans, and scalable consulting resources
• Has ability to build and sustain trusted professional relationships with advisors, business owners, and internal partners
• Has effective written, listening, presentation, and verbal communication skills
• Manages multiple priorities, works independently, and maintains attention to detail in a client‑facing environment
• Has proficient skills with Microsoft Office software including Word, Excel, PowerPoint, and Outlook
• Has a minimum of a Bachelor’s degree
• Preferably has an advanced degree or relevant industry designation, such as CFP
• Has a minimum of 5 years of experience in practice management, business consulting, management consulting, financial advisory firm leadership, wealth management, or a related field
• Has experience advising business owners or leadership teams on growth, operations, organizational effectiveness, profitability, or strategic planning
• Preferably has experience working with independent RIAs, broker‑dealers, financial advisory firms, or wealth management organizations
• Preferably has experience developing consulting methodologies, playbooks, advisor education programs, or business optimization frameworks
• Preferably has public speaking, workshop facilitation, or executive presentation experience

Recommended Skills

• Behavioral Finance
• Client-Centric
• Effective Communication
• Finance Strategy
• Innovation
• Quantitative Research
• Technical Proficiency
• Time Management
• Work Collaboratively

Salary Range

$113,942.00 - $178,877.00
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job‑related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes 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 and more.