Jobs · Finance

Director of Financial Planning Content

Kitces.com · United States · 1 mo ago
RemoteRemoteFinance$117k–$140k/yrFull-time
The mission of Kitces.com is to help real financial advisors be better and more successful, creating a 100X multiplier effect for our work and the number of consumers we can positively impact with the power of financial planning delivered by a Kitces-supported financial advisor to their clients.To achieve this mission, Kitces.com publishes the leading financial planning industry blog Nerd’s Eye View and the Financial Advisor Success podcast, producing award-winning commentary on financial planning strategies and practice management trends for financial advisors ranked as the most Influential, Objective, Relevant, and Useful content amongst any online media publication for financial advisors. Our Members Section provides additional white papers, webinars, training Courses to master essential skills, and the opportunity for financial planning professionals to earn Continuing Education credits, and we are invited to speak regularly at financial advisor conferences across the US and around the world to present our analysis and insights. Unlike traditional media sites, though, Kitces.com deliberately generates no revenue from advertising or sponsored content. Instead, we remain solely focused on creating value directly for our advisor readers in the form of one single deep-dive article each day, strengthening the awareness of and integrity of the Kitces brand through our quality and relevant content, and being compensated directly from our readers both on our site (for those who join our Members Section, hire us to speak and consult, or purchase Kitces Research), and through our co-owned financial services solutions for consumers (who may engage with our related financial advisory firms) as well as our business solutions for financial advisors themselves (for whom we have a number of businesses providing service and technology solutions for advisory firms). Kitces.com is hiring a Director of Financial Planning Content to be accountable for the entire Nerd’s Eye View blog and lead its Editorial team, including day-to-day management of the Editorial team, ensuring we execute the timely publication and distribution of our core Nerd’s Eye View blog articles and podcasts and resources, working with our on-team and external Guest authors to facilitate the creation of quality, nerdy, and relevant content for financial advisors that meets our high editorial standards, overseeing the Kitces Research team and their series of four rotating independent research studies, and tracking and reporting on relevant Editorial KPIs for content readership and distribution.So if you’re an experienced leader who loves to develop people and unblock them so they can do their best work, have a drive towards reach and impact and are excited to be involved with a leading educational platform that reaches 10s of thousands of advisors and their millions of clients, appreciates working in a business that has a robust subscription-based business model not reliant on any advertising or affiliate commission revenue to ensure it can put its Readers first, and loves to track data and measure results to figure out how to make continuous iterative improvements … then this job is for you! Description/ResponsibilitiesThis entirely virtually-based staff position (work from anywhere in the United States!) is a Director-level position that reports to Managing Director Rachel Zeller, and will work directly with Editor-In-Chief Michael Kitces and the Editorial team, with the following core areas of functional responsibility and oversight: · Lead, Manage, and hold Accountable the members of the Editorial & Research teams, including weekly L10s (team meetings), 1:1s, quarterly check-ins, and annual performance reviews, with a particular focus on the training and development of team members as a part of our ‘Get Your Nerd On’ Core Value. Also responsible for the expansion of the Editorial team over time by mapping out (and eventually hiring and developing new team members in) future full-time and contractor seats.· Management of editorial calendar, including prioritization of which topics to publish when, ensuring that the pipeline of content remains full, review of prospective topic selection, and final selection of content with approval of Editor-In-Chief· Accountable for team execution of the Kitces publishing and podcast production process, and the development, rollout, and maintenance of our Resources, ensuring that all content has been properly edited and reviewed, meets Kitces editorial standards, and fulfills our CE commitments to Members· Management of external Guest Post writers, including identifying prospective writers, establishing relationships, implementing agreements, and ensuring timely production of content· Accountable for driving growth of readership (sessions) to our Nerd’s Eye View blog content and Research studies, listenership (downloads) of our Kitces podcasts, usage of our Resources · Establish and manage content syndication partnerships with industry publications, and field Permission inquiries for re-use of Kitces content· Accountable for determining, tracking, and reporting relevant data metrics regarding both content readership and distribution, our content meeting our QNR (Quality, Nerdiness, Relevance) standards, and other key business objectives Future Opportunities:This seat will collaborate with the Management Team to create long-term tactical plans for the organization. Over time, there will be an opportunity to join as a full member of the Management Team and participate in quarterly and annual strategic planning meetings. Key Candidate TraitsThe ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others), and an ability to work in a changing environment (adaptability). Key domains of required expertise include: · Leadership of high-performing teams (including creatives), building a good team culture, and facilitating professional development growth journeys for team members· Project Management of an ongoing process that has both short and long-term variables and includes a variety of stakeholders (internal, cross-departmental, and external)· Demonstrated the ability to understand the current landscape of the advisor community · Finally, candidates will have examples of when they have independently determined, prioritized, and executed short-term projects that roll up to company goals. · Prior experience in the financial services industry, and/or completion of the CFP education requirement, is required. · Familiarity with social media platforms and Content Management Systems (such as Wordpress) is preferred. Candidates must be legally authorized and available to work primarily within the United States. Kitces.com does not sponsor visas at this time. Candidates must be able to work at a computer for up to 8 hours a day and travel to attend two in-person retreats per year (January/June). Compensation/Benefits· Base salary $117,000 - $140,000/year based on experience· Available bonus up to 12% of base salary, determined by meeting key Members Section and other business metrics· $3,000 budget for additional training/skills education· $4,000 conference budget· $1,000 budget for technology hardware/software or related office materials, which starts with a company provided computer for your home work space· Paid membership in a relevant membership association and for a relevant professional designation or certification· 20 days of paid time off for combined vacation + sick· 6 national holidays, and 2 floating holidays· Participation in company-subsidized health insurance (An employee-only HSA-eligible health insurance plan is covered 100% by the company)· Company contribution of $50/month to either an HSA or FSA account· Participation in company 401(k) plan· “No meeting” WednesdaysWhat it’s like working at Kitces.comWe are a team that lives by our values, our support of one another and our commitment to the community we serve. The successful candidate will share these Kitces Core Values:· Do the Right Thing· Advisors First· Be the Trusted Source· No A$$holes· Get Your Nerd OnAt Kitces.com we have all but eradicated internal email. All internal communication is done via Slack, or through Asana tasks. When on Slack calls, video is expected as we believe hearing voices and seeing faces makes for stronger communication and connections. We lean on technology tools to get things done and protect our time. An example is our use of the delayed-send on Slack messages. While anyone might have a great idea pop up at any time, we are careful to make sure messages are only sent during regular business hours to respect the work/home boundaries of our work-from-home (or work-from-anywhere) team. As a company we try to front load meetings to the beginning of the week so that the end of the week can be more focused on Deep Work to maximize our personal productivity.While, as a remote company, we tend to attract a lot of introverts, we also recognize the value in creating work relationships, so we have a social committee that creatively offers a multitude of ways for people to connect in the ways they feel most comfortable.

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