Financial Planning Manager

📋 Description

• Lead and coach a remote CFP® team to deliver 1-on-1 planning via text chat and video.
• Build a high-performing culture through hiring, onboarding, coaching, and career development.
• Evolve and operationalize a scalable service model balancing quality, compliance, and capacity.
• Conduct QA for planning standards, documentation quality, and SEC compliance requirements.
• Use data and feedback to improve outcomes; track client satisfaction, engagement, and planner capacity.
• Partner cross-functionally to improve the end-to-end client experience and inform product roadmap.

🎯 Requirements

• Active CFP® certification (CPA/PFS, ChFC, CIC, CFA are a plus or substitute with experience).
• 5+ years in financial planning, advice, or related financial services.
• 3+ years of people leadership experience.
• Strong command of the financial planning process and employee-benefit planning needs.
• A clear, empathetic communicator who can build trust with clients and advisors.
• Comfortable operating in a fast-moving environment; able to establish processes and lead a team.

🎁 Benefits

• Hybrid work arrangement in New York with remote options.
• Collaborative, cross-functional environment with product, design, engineering, and sales.
• Exposure to AI-driven guidance and analytics within the benefits platform.
• Chance to lead and scale a growing CFP team in a high-growth setting.
• Commitment to equal opportunity and an inclusive workplace culture.