Platform Value Group
Careers at PVG

Built by independents. Hiring independents.

PVG is a firm of independent senior consultants doing the post-go-live work most consulting firms underbudget. The 1099 structure is not a workaround. It is the model. On purpose. If you have already chosen independence, this is the firm built for you.

What's different here
No utilization target eating your weekends. No timesheet surveillance.
No partner-track machinery. The work is the work.
Senior people lead engagements because they are the right person for the engagement, not because of an org chart.
Real engagements, fair rates, and a real bench to collaborate with.
Who we are

The firm Jen wanted to work at.

Platform Value Group helps wealth management firms turn platform investments into measured business value. Our clients are COOs, CTOs, and operations leaders at RIAs and broker-dealers who paid for technology that is not delivering the ROI it promised. We close that gap.

Jen Maruca founded PVG after 10+ years of contract consulting for other firms. She turned down multiple W-2 offers along the way. Not because W-2 was too risky, but because the independent model produces better consulting work, better cultures, and happier people. That conviction is the firm.

We are modeled on the proven structure of top-tier wealthtech consulting firms, where the majority of consultants operate as independents because the model produces better work and better lives. We attract experienced practitioners who have already chosen independence and want better engagements with less friction.

Open roles

Hiring two contract consultants this quarter.

Both roles are 1099, engagement-based, remote, and structured around senior wealth management work. Strong performers earn repeat engagement and visibility into future partnership pathways as the firm scales.

Engagement-based · Remote · 1099

Senior Consultant, Value Realization Practice

Lead client engagements end to end. You run Platform Value Assessments, build Optimization Roadmaps, run Sprints, and partner with clients through Execution Support engagements. Jen owns business development. You own delivery.

What you will do
  • Lead client discovery and translate findings into actionable insights
  • Run 4 to 6 week Platform Value Assessments across adoption, workflow, governance, data
  • Build Optimization Roadmaps that prioritize what to fix and in what order
  • Deliver Sprint and Execution Support engagements alongside client teams
  • Present findings and recommendations to senior leadership at client firms
  • Collaborate with PVG's network and partners, including Ezra Group co-engagements
Who we are looking for
  • 10+ years in wealthtech, fintech, or wealth management consulting
  • Hands-on experience with platform implementations, adoption work, or operational transformation at RIAs or broker-dealers
  • Already operates as an independent. LLC, taxes sorted, tools owned. You have chosen this path.
  • Comfortable as the senior voice in a CEO or COO room
  • Vendor-neutral mindset. We do not sell technology, we make it work.
  • Self-directed and execution-focused
Compensation. Senior wealthtech consulting market rate, paid per engagement. Hourly or fixed project, depending on scope. No haircut for the affiliation. No benefits, no PTO, no fixed headcount, no internal hierarchy.
How to apply. Email a short note about your background, a sample of recent client work (anonymized if needed), and your typical project rate range to jmaruca@platformvaluegroup.com. Subject line: "Senior Consultant - Your Name". We respond within 5 business days.
Engagement-based · Remote · 1099

Associate Consultant

Support senior delivery on client engagements. You work alongside a Senior Consultant or Jen directly on Assessments, Roadmaps, and Execution Support. Research, data analysis, deliverable production, client-facing support, training rollouts. A utility player who flexes to what each engagement needs most.

What you will do
  • Conduct research on client firms, technology platforms, and industry benchmarks
  • Analyze client data: adoption metrics, workflow patterns, system usage
  • Build deliverables: assessment reports, roadmap documents, training materials, executive readouts
  • Support client meetings with note-taking, follow-up documentation, action tracking
  • Help develop training curricula and adoption measurement systems
  • Contribute to PVG methodology, templates, and internal knowledge base
Who we are looking for
  • 3 to 7 years in wealth management, fintech, consulting, or related fields
  • Already operating as an independent OR actively choosing the independent path. Not using this as a bridge to W-2.
  • Strong analytical skills. Excel fluency required, BI tools a plus.
  • Comfortable with client interaction, even at senior levels
  • Self-directed and reliable on deadlines
  • Bonus: experience with Orion, Envestnet, Black Diamond, Wealthbox, Pershing, Schwab, or Salesforce Financial Services Cloud
Compensation. Market rate for the level, paid per engagement, typically hourly for support work. No benefits, no PTO, no fixed headcount.
How to apply. Email a short note about your background, a sample of recent work (anonymized if needed), and your typical hourly rate to jmaruca@platformvaluegroup.com. Subject line: "Associate Consultant - Your Name". We respond within 5 business days.
What the work looks like

Platform value, at the role level.

Both roles work across the engagement types that make up the firm's practice. Wealth management firms hire us when the platforms are bought but the value is not yet showing up. We close that gap with operating discipline, not opinions.

Engagement types
Value Realization Assessment. 4 to 6 week diagnostic engagements.
Value Realization Engagement. 3 to 9 month Roadmap and Execution work.
Value Realization Office. Ongoing retainer support for established clients.
AI Track. AI Readiness Assessments and AI enablement engagements.
Data Track. Analytics Foundation work, often through Ezra Group partnership.
What you can expect from us

Transparent scope. Transparent pay. No surprises.

We respond to applications within 5 business days. The first conversation is a 30-minute call with Jen to discuss your experience and how the firm works. Strong fits move to a small paid pilot project before joining the regular rotation. The pilot is real work, scoped and paid at market rate, not a free audition.

Engagements are scoped, rate-defined, and project-bounded. Strong work earns repeat engagement and a place in the regular rotation. Future pathway: strong performers on the bench will have visibility to future partnership pathways as the firm scales. We are not building a closed shop.

Apply

If you have already chosen independence, this is the firm built for you.

Email Jen directly with the appropriate subject line above. If you are not sure which role fits, send the note anyway. We sort it out together.

Email Jen Connect on LinkedIn