Director of Financial Planning Operations
New
M
Mercer AdvisorsFinancial Services
Remote, USAFull-TimeDirector
Salary170,000 - 200,000 USD per year
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Job Details
- Experience
- Minimum 5 years of financial planning experience and prior management experience ideal.
- Required Skills
- Microsoft Power BISalesforceMicrosoft Office SuiteProcess improvement
Requirements
- CFP® strongly preferred.
- Minimum 5 years of financial planning experience.
- Prior management experience ideal.
- Strong knowledge of eMoney.
- Proficiency in Salesforce.
- Proficiency in Microsoft Office Suite.
- Proficiency in Microsoft Teams/Zoom.
- Proficiency in 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.
Responsibilities
- 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.
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