Business Consultant

COMPANY OVERVIEW / POSITION SUMMARY

Bluespring Wealth Partners is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class teams who provide financial planning and investing services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business consulting expertise and strategic investments in key areas of growth.

Bluespring launched in 2019 to deliver much needed deal flexibility, succession solutions, and entrepreneurship to the wealth management acquisition space. We are a wholly owned subsidiary of Kestra Financial, a holding company that consists of five leading wealth management services businesses that collectively support more than $120bn in AUM and 2,300 independent financial advisors. Along with Kestra Financial, we are majority-owned by Warburg Pincus, a leading global private equity firm.

This position will work with the Bluespring Wealth Partners (BWP) leadership team and the BWP acquired firms to develop and support strategic initiatives aimed at achieving the firm’s growth objectives. Promoting the BWP culture and deepening relationships with acquired firms and business partners will be key to success.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Demonstrate personal ownership of all aspects of this role to create positive results.
• Build trust quickly with BWP firms. Be a partner in helping firms achieve business goals.
• Execute and improve the annual business planning and budgeting process including the digitization of the process.
• Assist in the development of the methodology for integrating mergers and tuck-ins
• Support the execution of integration projects for sub-acquisitions in support of the financial and operational goals established for the acquisitions.
• Assist in the development of the target operating model for establishing BWP’s hub strategy
• Assist in the development and execution of assessments and benchmarking to identify performance improvement opportunities and develop business plans for realizing the benefits.
• Assist in the development and execution of a program for hiring and integrating Support and Service Advisors.
• Support the development and execution of the G1 program.
• Support the Successor Academy.
• Manage the relationships with BWP firms and advocate for the advisors.
• Conduct regular working sessions with BWP firms to promote awareness and accountability for the firms’ financial and operational performance relative to their business plan goals and initiatives.
• Promote the BWP culture and positively impact comradery among the advisors in all the firms.
• Foster a success oriented, accountable corporate culture that promotes ethical practices, customer focus and service and encourages individual integrity.

KNOWLEDGE, SKILLS AND/OR ABILITIES

• Demonstrated consulting experience.
• Knowledge of Wealth Management and or RIA industry.
• Strong project management and organizational skills.
• Public speaking and presentation skills.
• Ability to collaboratively conduct consulting engagements with BWP firms.
• Ability to utilize methodologies that lead to desired business results.
• Ability to communicate and implement leading practices that generate improved business performance.
• Ability to utilize assessments and or benchmarking to identify performance improvement opportunities.
• Ability to partner with firms and manage sensitive issues.
• Detail and process-oriented with consistent follow-through to drive predictability.
• Adept at using both Excel and PowerPoint.
• Ability to travel.

SUPERVISORY RESPONSBILITIES: None

EDUCATION AND/OR EXPERIENCE

• 4-year degree

CERTIFICATIONS, LICENSES, REGISTRATIONS: None