• Partner with home office leadership at large independent broker-dealers and RIAs. • Execute on strategic goals that align to corporate initiatives including the creation of firm-wide programs and best practice content collaboration. • Assist in defining overall practice management and levels of engagement. • Serve as the practice management consultant to align Zocks with their firm-level initiatives (e.g., organic growth, retention, etc). • Design multi-phase rollout strategies for large firms, identifying which advisor segments to target first. • Act as the voice of the home office to our Product team, identifying additional critical enterprise features. • Collaborate with the home office on designing scalable programs for their users including best practice content and webinars. • Own the creation of high-level thought leadership and practice management assets.