Senior Director, Advanced Planning

Job Responsibilities

• Lead, coach, and develop a team of advanced planning professionals, including Wealth Strategists and Senior Financial Planners
• Serve as a player/coach by directly participating in complex advisor and client engagements involving estate planning, tax mitigation, wealth transfer, retirement planning, business succession, and multi-generational wealth strategies
• Execute and continuously evolve the Advanced Planning strategy in alignment with organizational priorities and advisor needs
• Oversee daily operations of the Advanced Planning team, ensuring high-quality deliverables, efficient workflows, and exceptional advisor experiences
• Drive operational efficiency through process improvement, technology adoption, resource allocation, and workflow optimization
• Present complex planning concepts in a clear, practical, and engaging manner to advisors and clients
• Deliver presentations at conferences, advisor meetings, webinars, and client events
• Collaborate cross-functionally with Sales, Product, Consulting, Technology, Compliance, and Marketing teams to enhance planning capabilities and advisor engagement
• Establish best practices, quality standards, and consistent planning methodologies across the team
• Mentor and support team members through case consultation, training, and ongoing professional development
• Utilize planning technology and analytics tools to create scalable and engaging client experiences
• Support business growth initiatives by helping advisors deepen client relationships and uncover new opportunities
• Travel approximately 25% for advisor meetings, conferences, team collaboration, and client presentations

Knowledge, Skills, and Abilities

• Deep expertise in estate planning, tax planning, retirement income planning, business succession, and wealth transfer strategies
• Significant experience working with HNW and UHNW clients and financial advisors
• Proven ability to lead teams while remaining hands-on in client engagements
• Strong operational mindset with experience improving team processes, workflows, and scalability
• Exceptional presentation, communication, and relationship management skills
• Ability to simplify complex financial and estate planning concepts for both advisors and clients
• Proficiency with financial planning technology and CRM platforms, including tools such as eMoney, MoneyGuidePro, Holistiplan, Salesforce, and related systems
• Strong analytical, organizational, and problem-solving abilities

Education & Experience

• Bachelor’s degree required
• 12+ years of experience in advanced financial planning, wealth strategy, estate planning, or related HNW/UHNW advisory work
• 5+ years of leadership or people management experience preferred
• Active CFP® certification required
• Additional advanced designation strongly preferred (JD, CPA, MBA, MST, CEPA, CAP, or similar)

Compensation

The Base Salary range for this position is between $220,000-$250,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

About the Role

This role is highly visible internally and externally and includes presenting to advisors and clients through meetings, conferences, webinars, and educational events. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule