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Director of Financial Planning Operations

1 month, 1 week ago
United States
Full-time
Executive
Operations Manager
Operations
Power BI Salesforce
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 19

Description

  • Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.
  • Manage planner capacity, workflow, deadlines, and strategic plans to absorb future growth and increased demand.
  • Serve as a CFP® practitioner and produce prospect financial plans to support client acquisition.
  • Lead performance management, including accountability, capacity utilization, and high-quality output.
  • Develop KPIs, track performance, and prepare financial reports and dashboards for senior management.
  • Drive strategy development, execution, and reporting on sales-driven financial outcomes.
  • Design and implement process enhancements to improve efficiency, automation, and quality delivery.
  • Collaborate with senior leaders and internal stakeholders to maintain strategic alignment and shared accountability.
  • Escalate critical issues and identify opportunities for operational improvement.
  • Support a culture of seamless collaboration across a complex cross-matrix organization.

Requirements

  • Bachelor’s degree from an accredited institution is required.
  • Minimum 5 years of financial planning experience.
  • Prior management experience is ideal.
  • CFP® certification is strongly preferred.
  • Strong knowledge of eMoney is required.
  • Proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, and PowerBI.
  • Exceptional written and verbal communication skills.
  • Strong orchestration skills and the ability to coordinate across stakeholders.
  • Proactive problem-solving skills with high ownership and risk mitigation ability.
  • Ability to thrive in a fast-paced, dynamic environment and balance strategic thinking with execution.

Benefits

  • Base salary range of $170,000 to $200,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid Basic Life and AD&D insurance.
  • Company-paid Short-Term and Long-Term Disability insurance.
  • Comprehensive medical, dental, and vision coverage, including Cigna plans and Kaiser plans in California.
  • Health Savings Account with company contributions for eligible HDHP enrollment.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave (8 weeks) and adoption assistance reimbursement.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and after-tax contribution option.

Interested in this position?

Apply directly on the company website

Apply Now

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