- Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.
- Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.
- Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition.
- Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop 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 capacity, 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.
Microsoft Power BISalesforceMicrosoft Office Suite+1 more