Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance.
Serve as a senior expert in financial planning and wealth management, helping shape new products, tools, methodologies, and client experiences.
Partner with teams across Investments, Product, Technology, Distribution, Compliance, Legal, Marketing, and Operations to deliver strategic solutions.
Monitor industry trends, regulatory changes, client needs, and competitive developments to inform strategy.
Evaluate, prioritize, and implement enhancements to advisory, planning, retirement, and financial wellness capabilities.
Develop business cases, strategic recommendations, and implementation plans that improve the reach, scalability, and effectiveness of wealth management services.
Establish best practices and standards that promote quality, consistency, and regulatory compliance.
Provide expertise on enterprise initiatives to solve complex business, operational, planning, and compliance challenges.
Influence leaders and stakeholders through data-driven insights and strategic recommendations.
Mentor associates and provide leadership across key projects and initiatives.

Bachelor’s degree or equivalent combination of education and relevant experience
8+ years of experience in financial planning, wealth management, investment advisory, retirement solutions, product development, strategy, or a related field
Deep expertise in one or more financial planning disciplines, such as retirement, tax, estate, insurance, or investment management
Proven success leading complex initiatives from strategy through execution
Strong strategic thinking, analytical, communication, and stakeholder management skills
Ability to influence across teams and leadership levels
Preferred: CFP®, CFA®, CPA, ChFC®, or similar professional designation
Experience developing or enhancing wealth management products, advisory programs, retirement income solutions, or financial planning platforms
Experience supporting both retail investors and defined contribution retirement participants

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Senior Financial Planner

Key skills