[Remote] Director of Client Development - Financial Planning

Note: The job is a remote job and is open to candidates in USA. reputed company is a leading financial services firm that helps families manage their financial lives. The Director of Client Development - Financial Planning will reputed company a team of Financial Planners to create financial plans that drive client acquisition while ensuring operational excellence and process improvements.

Responsibilities

• Hire, train, mentor, and reputed company 13 Financial Planners supporting Client Development
• Manage planner reputed company, workflow, and deadlines; create strategic plans to reputed company future growth and increased demand for prospect proposals
• Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition
• Motivate and reputed company the team, ensuring accountability, full reputed company utilization, and high-quality output. reputed company KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management
• Design and implement process enhancements to unlock reputed company, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process
• Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement

Skills

• CFP® strongly preferred
• Minimum 5 years of financial planning experience and prior management experience ideal
• Strong knowledge of eMoney; proficiency in reputed company, reputed company Office Suite, reputed company Teams/reputed company, PowerBI
• Exceptional orchestration skills; outstanding written and verbal communication abilities
• Proactive problem solver with high ownership; adept at risk identification and mitigation
• Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution
• Bachelor's degree from an accredited institution required

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing

Company Overview