Director of Client Development - Financial Planning

About the role

For our client, we are seeking a Director of Client Development - Financial Planning to join the team of a leader in the Finance & Insurance space. This leader will oversee client development efforts within the financial planning function, with a strong emphasis on team leadership, workflow management, and client acquisition support. The role will partner closely with planners and internal stakeholders to improve capacity, drive accountability, and enhance operational efficiency. It is well suited for a strategic, hands-on professional who can combine financial planning expertise with people leadership to support growth outcomes.

Responsibilities

• Lead and develop a team of 13 financial planners focused on client acquisition
• Manage planner capacity and workflows, ensuring timely completion of projects
• Create financial plans as a CFP® practitioner to support client acquisition efforts
• Motivate the team using KPIs to track performance and enhance accountability
• Identify and implement process improvements to increase operational efficiency and capacity

Qualifications

• CFP® certification preferred
• Minimum 5 years of experience in financial planning and management
• Proficiency in eMoney, Salesforce, Microsoft Office, Microsoft Teams/Zoom, and PowerBI
• Exceptional communication skills with the ability to lead and engage diverse teams
• Demonstrated proactive problem-solving skills and ownership of project outcomes
• Ability to thrive in a fast-paced environment with strategic thinking capabilities

Benefits

• Company-paid life and accidental death insurance, short-term and long-term disability insurance
• Comprehensive medical, dental, and vision plans with several options available
• Generous paid time off, including 14 company-paid holidays and a full week off for Thanksgiving
• Paid parental leave (8 weeks) and assistance programs for adoption and family care
• 401(k) retirement plan with matching options, plus additional wellness and financial planning resources