Lead the Wealth Management vertical practice — RIA platforms, Financial Services Cloud, household-driven advisor experiences.
About the role
You will own our Wealth Management vertical practice — practice strategy, senior-level delivery on flagship FSC engagements, hiring, and growth. Our wealth practice is growing fast and is a recognized name in the RIA ecosystem. You will report directly to the VP of Salesforce Practice.
What you'll do
- Own the strategy, P&L, and growth of the Wealth Management practice
- Lead senior-level engagement work on flagship FSC deployments
- Hire and develop the practice bench (5-8 senior consultants)
- Represent the firm in the wealth ecosystem — conferences, partner relationships, content
- Partner with sales on strategic wealth opportunities
What we're looking for
- 12+ years of wealth management technology consulting
- Deep Financial Services Cloud expertise — FSC Accredited Professional minimum
- Track record of leading multi-million-dollar FSC implementations for RIAs
- Strong understanding of wealth compliance — FINRA, Reg BI, supervision frameworks
- Practice-leadership experience or strong management track record
Nice to haves
These are not required — but if you have one or more, mention it in your note.
- Series 7 or other industry credentials
- Existing relationships in the RIA / wealth ecosystem
- Experience with Black Diamond, Orion, or other wealth platforms
What we offer
- Competitive compensation — Salary at or above market for senior consulting, plus performance bonus and equity for senior partners.
- Healthcare — Premium medical, dental, and vision plans. 100% employee premium covered, partial dependent coverage.
- 401(k) match — 6% company match on 401(k) contributions, vested immediately.
- Unlimited PTO — No accrual policy. Minimum 3 weeks expected — we mean it.
- Learning & certification budget — $3,000 annual budget for certifications, conferences, and education.
- Home office stipend — One-time $2,000 home office setup stipend, plus $75/month ongoing for internet and utilities.
- Parental leave — 16 weeks paid parental leave for all new parents, regardless of caregiving role.
- Sabbatical — 4-week paid sabbatical at 5 years, 8 weeks at 10 years.
- Team gatherings — Quarterly team gatherings in St. Louis. Travel to clients as engagements warrant.
Ready to apply?
Email us with your resume and a short note about why this role interests you. We respond to every application — usually within 3 business days.
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