**Essential Duties and Responsibilities:** + Support the RJFS Divisional Management teams to deliver value-added business consulting services to new and existing branch managers and advisors. + Host Home Office Visits for prospective financial advisors and conduct live presentations to highlight the service offerings of Independent Business Consulting. + Proactively manage pipeline of committed advisory teams and work with Business Development Consultants and Transitions team to support business startup activities for newly affiliated independent business owners. + Provide consultation on flow of funds, payout arrangements, overrides, expense sharing between partners, and miscellaneous RJFS business expenses. + Consult with financial advisor’s tax professionals + Manage existing third-party vendor relationships that provide services to RJFS independent business owners. + Identify and create new business solutions for independent business owners. + Works with existing branch managers to evaluate branch structure and strategic plan, including future growth as needed to promote overall efficiency and profitability while maintaining a commitment to excellent service. + Conducts ad hoc financial analysis projects and prepares reports as needed. + Serves as a technical resource for RJFS Branches related to compensation reporting. + Maintains industry knowledge of evolving regulatory changes that impact the business. + Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities:** + Fundamental concepts of financial markets and products. + Fundamental concepts of finance and accounting. + Fundamental concepts, practices and procedures of auditing and risk assessment. **Skill In:** + Strong interpersonal skills for interfacing with branch and regional personnel. + Project management and decision-making skills. + Enthusiastic, self-motivated, and effective under pressure. + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Proven ability to manage time and deliver against deadlines. + Strong mentorship skills **Educational/Previous Experience Requirements:** + Bachelor’s Degree from four-year college or university with a minimum of five (5) years’ experience in a consultant role. + MBA preferred + ~or~ + An equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications:** + Series 7 license preferred