Senior Director, Workplace Planning and Executive Management
1 week ago
We are seeking a highly skilled and experienced Senior Director to lead our Workplace Planning and Executive Management team. As a key member of our organization, you will be responsible for developing and executing our workplace strategy for financial planning and executive engagement.
The ideal candidate will have a passion for financial planning and a proven track record of developing high-performing teams. You will partner with our leadership team to deliver an exceptional experience for our executives and drive plan sponsor adoption.
Key Responsibilities- Develop and execute our workplace strategy for financial planning and executive engagement
- Lead a high-performing team to deliver exceptional results
- Partner with our leadership team to drive plan sponsor adoption
- Develop and launch new service offerings to support executives with complex planning needs
- Oversee the growth of our comprehensive Financial Planning team
- Bachelor's degree required, Master's degree preferred
- 10+ years of relatable industry leadership experience
- Certified Financial Planner (CFP) designation, required
- FINRA fingerprinting required
- FINRA Series 7, 24, & 66, required
- Competitive base salary range: $132,600.00 - $192,300.00
- Opportunity to participate in a bonus program
- Comprehensive benefits package, including medical, dental, vision, and life insurance
- Tuition reimbursement up to $5,250/year
- Paid time off and holidays
- Leave of absence programs
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