Financial Planning Manager

Core Responsibilities

• Lead, manage, and develop a team of financial planners
• Establish clear expectations, accountability standards, and performance metrics
• Conduct regular reviews of team output for quality, accuracy, and completeness
• Mentor planners on complex planning strategies and client communication
• Recruit, hire, and onboard new planning team members
• Own the Output (No Exceptions)
• Implement a mandatory review structure: Planner Peer Review ? Senior Review ? Final Approval
• Ensure All Work Is Technically Correct
• Strategically Sound
• Advisor-ready and client-ready
• Reject substandard work and require revisions when necessary

Requirements

• Core Qualifications
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• CFP® designation
• 8–12+ years of financial planning experience with HNW clients
• 3–5+ years of leadership or team management experience
• Deep expertise in Tax planning, Estate planning, Retirement and cash flow modeling

Qualifications (Preferred)

• CPA, CFA, or JD
• Experience with UHNW clients (10M+)
• Experience in an RIA or complex advisory environment
• Experience with advanced planning tools and CRM systems

Benefits

The Financial Planning Manager holds final accountability for all planning deliverables.

Skills

Technical Mastery – deep understanding of complex planning strategies
Leadership – ability to manage, mentor, and elevate a team
Strategic Thinking – see the “big picture” across a client’s financial life
Execution & Accountability – dives results with clear ownership
Communication – translates complexity into clear insights
Process Orientation – builds scalable, repeatable system

Pay

N/A

Schedule

N/A

Benefits

N/A