Senior Financial Strategy Manager
2 weeks ago
About REDW: REDW Advisors and CPAs stands as one of the leading advisory and CPA firms in the Southwest, recognized for our commitment to excellence and awarded as a Top Workplace in multiple years. Our firm has received accolades for our cultural excellence in various categories, showcasing our dedication to employee satisfaction and professional growth.
Position Overview: The Senior Financial Strategy Manager plays a crucial role in supporting our advisors in executing comprehensive financial planning engagements. This position involves close collaboration with clients, tax professionals, attorneys, and investment advisors to deliver tailored investment guidance.
Key Responsibilities:
- Lead the financial planning process and prepare financial plans for client distribution.
- Facilitate and conduct financial planning meetings, presenting detailed financial plans and strategic reports.
- Conduct thorough reviews of financial plans and scenarios, ensuring accuracy in spreadsheets, financial statements, and cash flow projections.
- Engage with clients to assess their needs and identify suitable planning strategies.
- Serve as the relationship manager for assigned asset management clients, overseeing all aspects of portfolio management and client interactions.
- Ensure proper client maintenance and oversee the training and supervision of junior staff.
- Participate in departmental administrative functions, including process development and marketing initiatives.
- Manage client billing and administrative tasks, ensuring timely collection of fees.
- Build and nurture client relationships through effective communication.
- Collaborate with team members to provide exceptional client service.
- Maintain proficiency in financial planning software and stay updated on industry regulations.
- Uphold confidentiality regarding sensitive client information.
Qualifications:
- Bachelor's degree in financial planning, economics, or a related discipline.
- A minimum of 5 years of professional experience in financial planning.
- CFP certification is required.
- CPA or EA designation is preferred.
- Experience with securities and/or 65 or 66 license is advantageous.
Compensation and Benefits: REDW is committed to equitable pay practices, offering a competitive salary range based on individual qualifications and experience. Our comprehensive benefits package includes medical, dental, and vision coverage, along with wellness programs, generous time off, and professional development opportunities.
Diversity and Inclusion: As an equal opportunity employer, REDW values diversity and encourages all qualified candidates to apply. We believe that a diverse workforce fosters innovation and success.
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