Description

You will lead and develop a team of CFP professionals, scaling the financial planning service model while ensuring quality and compliance. You'll partner with cross-functional teams to improve client experience and tooling, and own content and presentation strategy.

Requirements

• Active CFP certification (or equivalent: CPA/PFS, ChFC, CIC, CFA)
• S65 eligibility for IAR registration
• 5+ years in financial planning or related financial services role
• 3+ years of people leadership experience directly managing a team
• Strong command of financial planning process and employee-benefit planning needs

Responsibilities

• Lead and coach a team of remote CFP professionals via chat and video calls
• Build high-performing team culture through hiring, coaching, and career development
• Operationalize scalable service model balancing quality, compliance, and capacity
• Conduct quality assurance: reviews, planning standards, documentation, SEC compliance
• Partner cross-functionally to improve client experience and product roadmap