AVP, Financial Planning Experience

About the role

The AVP, Financial Planning Experience is a highly visible leadership role within the firm’s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership, and internal partners.

Responsibilities

• Partner with the National Planning Institute leadership to design, enhance, and maintain financial planning standards and frameworks.
• Partner with leadership on the development, implementation and adoption of additional HNW and UHNW products and services.
• Monitor industry trends, regulatory changes, and emerging best practices to continuously evolve the firm’s planning approach.
• Support pilot programs, initiatives, and special projects tied to planning innovation and advisor experience.
• Act as a liaison between advisors, planning teams, and technology/product partners to improve the end-to-end planning experience.
• Ensure consistent, high-quality planning outcomes that align with the firm’s brand, client promise, and fiduciary standards.
• Contribute to the development and deployment of advisor-facing planning tools, resources, templates, and technology solutions.
• Lead or support training programs, continuing education, and workshops related to financial planning capabilities.

Requirements

• Bachelor’s degree required
• 10+ years of financial services or wealth management experience
• Strong working knowledge of comprehensive financial planning principles and client-centric planning practices
• Experience supporting or partnering with financial advisors in a complex wealth management environment
• Demonstrated ability to explain complex financial concepts clearly and effectively to diverse audiences
• Proven track record of cross-functional collaboration and influence without direct authority
• Comfortable working in a national, matrixed organization with multiple stakeholders
• Advisor-centric mindset with a focus on experience and outcomes
• Strategic thinker with strong problem-solving and analytical skills
• Excellent communication, presentation, and facilitation capabilities
• High level of professionalism, integrity, and judgment
• Able to manage multiple priorities in a fast-paced environment

Qualifications

• Deep familiarity with comprehensive, client‑centric financial planning philosophies and best practices
• Polished communication, presentation, and facilitation skills suitable for executive, advisor, and peer audiences
• Advisor‑focused perspective with a passion for enhancing experience and driving meaningful outcomes

Skills

• Strategic thinker
• Problem-solving and analytical skills
• Communication and presentation skills
• Training and facilitation skills
• Financial planning expertise

Benefits

• Health, vision, dental insurance
• 401k
• Vacation and sick time
• Volunteer days

Pay

$140,000 - $165,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Schedule

Our employees are currently working on a hybrid schedule requiring a minimum of 4 days weekly in the office.