
The Senior Practice Management Strategist role operates within the Practice Management team at a Fortune 500 financial services firm, focusing on empowering financial advisors through strategic tools and insights. Key responsibilities include defining the roadmap for practice health platforms, developing diagnostic frameworks to drive data-driven decision-making, and leading cross-functional initiatives to enhance business planning solutions. The position requires systems thinking to integrate digital and non-digital capabilities while mentoring others and navigating complex, ambiguous challenges. This opportunity appeals to candidates seeking a purpose-driven environment where people are prioritized over shareholder returns, offering a culture of inclusion and belonging. The role is based in Tempe, Arizona, or St. Louis, Missouri, with a hybrid work arrangement requiring four days per week in the office.
















