Practice Management Consultant - Wealth Management

Overview

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets.

We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

We are currently recruiting for a Practice Management Consultant to join our team on site in either our Salt Lake City, UT or Houston, TX location.

The Practice Management Consultant serves as a strategic partner to Market Leaders, Service Manager, Director of Financial Planning, and Director of Investment Management, working with financial advisors, planners, portfolio managers, and client support teams to drive team development, operational excellence, and continuous learning. This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle.

The Consultant is a thought leader, championing best practices and fostering a culture of innovation and growth.

• Build, own, and run a formal onboarding and training program for all core business lines within Wealth (Advisor, Wealth Select, Planning, Portfolio Management), ensuring consistency, excellence, and adaptability to evolving industry standards.
• Partner with leadership to design and implement career development roadmaps, identify growth opportunities, and support advancement strategies across all job families within Wealth Management
• Design and deliver workshops, webinars, and group sessions on practice management topics, including time management, client experience, go to market strategy, branding based on client personas, platform support, internal partners, and operational excellence.
• Serve as the subject matter expert (SME) for all existing and new platforms, providing coaching, development, and driving adoption across the broader Wealth team
• Develop and curate training materials, playbooks, and client-facing resources tailored to advisor needs and firm initiatives.
• Foster collaboration and shared learning across teams, acting as a resource for ongoing professional development.

• Lead the creation, review, and continuous improvement of client-facing content and presentations, ensuring clarity, compliance, and impact.
• Leverage Salesforce to document and track client touchpoints, measure engagement success, and provide actionable insights to enhance client interactions
• Curate and maintain a library of best-in-class materials to support advisors in client meetings, events, and campaigns through Seismic.
• Collaborate with subject matter experts to ensure materials reflect current trends, regulatory requirements, and firm standards.

• Conduct thorough reviews of existing platforms and proposed enhancements to assess functionality, efficiency, and alignment with business objectives.
• Provide well-reasoned recommendations for system changes or upgrades, ensuring decisions are informed by operational needs and client experience goals.
• Partner with stakeholders to develop and deliver training programs that promote understanding and adoption of new or updated systems, driving smooth transitions and maximizing utilization.
• Work closely with operations, compliance, and…