Professional Team Growth Consultant

MN - Minneapolisonsitemid$115K – $155K

Posted 1w ago · via Workday

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About this role

The Professional Team Growth Consultant serves as a trusted consultant to financial advisors and advisory teams, providing strategic consulting on practice management, business planning, organizational design, financial management, succession planning, and ownership transitions. Partners with teams to improve business performance, strengthen leadership effectiveness, optimize operations, and support long-term growth and sustainability. Facilitates complex business discussions, analyzes practice performance data, and delivers actionable recommendations that drive scalability, profitability, and enhanced client outcomes.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: power bi, teams, salesforce

Level fit

This role is mid-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in MN - Minneapolis. We weight your proximity and willingness to relocate.

Score yourself on this role.

Free · no card · written explanation included

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

power biteamssalesforce

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