Financial Planning Director

One Capital Management, LLC; Westlake Village (CA); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Base salary + bonus potential

Health care plan

401(k) plan

Wellness program reimbursement

Flexible PTO

Continuing education sponsorship

Job summary

One Capital Management, LLC in Westlake Village, CA is seeking a senior analyst to support its Wealth Management Group. The Director will lead complex analyses, develop tailored financial strategies for high-net-worth clients, and present findings to clients and intermediaries.

The role requires 3+ years in wealth planning, mastery of eMoney, Morningstar Direct, and Microsoft Office, plus strong communication and leadership skills. Competitive compensation and benefits are offered.

Qualifications

• Bachelor’s degree required; advanced degree a plus.
• At least 3 years of wealth planning experience with complex client relationships.
• Mastery of eMoney, PowerPoint, Excel, and Morningstar Direct.
• Experience or interest in mentoring and leading junior team members.
• Strong communication and presentation skills to clearly convey analytics.

Responsibilities

• Lead sophisticated, customized financial analyses and strategic solutions for clients.
• Present analyses, findings, and recommendations directly to clients and intermediaries.
• Oversee planning software updates reflecting current tax, regulatory, and capital projection environments.
• Produce firm-wide planning and strategy research to inform investment policy.
• Lead quality control for Wealth Forecasting Analyses (WFAs) to ensure accuracy.
• Train and mentor Advisors and Associates on tools and wealth management philosophies.
• Identify client planning issues and develop custom analytics to address needs.

Skills

Analytical skills

Communication skills

Leadership

Autonomy

Interpersonal skills

Strategic problem-solving

Education

Bachelor's degree

Advanced degree preferred

Tools

eMoney

Morningstar Direct

PowerPoint

Excel

Holistiplan

Job description

Area of Interest: Private Client, Wealth Management

Company Description: One Capital Management, LLC (“OCM”) is a leading global wealth management firm that offers diversified wealth management services to private clients, endowments and foundations, investment companies and institutions in the U.S. and Canada. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.

• Global depth and resources.
• Proprietary wealth management capabilities.
• Customized investment solutions delivered through our portfolio management group coupled with alternative investments integrated where appropriate.
• Over $8 Billion assets under management.

Position Description: The One Capital Management Wealth Management Group is in search of an analyst to support the firm’s Wealth Management Group. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities. This position is designed for an experienced professional capable of operating with significant autonomy to solve complex wealth and investment policy challenges for the firm’s most sophisticated clients. The Director will be a thought leader, responsible for shaping strategy, mentoring junior analysts, and ensuring the highest quality of analytical output. The Wealth Management team focuses on delivering the full scope of the firm’s wealth and advanced planning capabilities to private clients, foundations, endowments, and investment advisors.

Specific responsibilities may include but not limited to:

• Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million.
• Taking an active and primary role in presenting complex analyses, findings, and strategic recommendations directly to clients, prospects, and intermediaries.
• Overseeing the firm’s planning software updates to reflect the current capital asset projections, tax, legal, and regulatory environment.
• Producing firm-wide planning and strategy research to inform investment policy and enhance client service models.
• Leading the quality control process for Wealth Forecasting Analyses (WFAs) to ensure the highest standards of accuracy and consistency.
• Training and mentoring new Advisors and Associates on the firm’s analytical tools, processes, and wealth management philosophies.
• Identifying key client planning issues, strategizing innovative solutions, and helping to build custom analytics to meet evolving client needs.

Job Requirements:

• A bachelor’s degree is required; an advanced degree is a plus.
• Candidates must have at least 3 years of significant experience in wealth planning, with a proven track record of managing complex client relationships and analyses.
• Superior analytical and strategic problem-solving skills are essential, with the ability to think creatively and develop innovative solutions for sophisticated clients.
• Mastery of eMoney software, PowerPoint, Excel, and Morningstar Direct is required.
• Experience with Holistiplan is a plus.
• Exceptional communication and presentation skills, with the ability to articulate complex concepts and analytics confidently and clearly to clients, prospects, and intermediaries.
• Demonstrated leadership qualities, with experience or a strong desire to train and mentor junior team members.
• Must be a self-starter comfortable working with a high degree of autonomy, while also possessing strong interpersonal skills to lead and collaborate within a team environment.

One Capital Management offers competitive compensation and benefits package designed to attract and retain top talent. The total compensation for each role will commensurate with the candidate’s experience and the responsibilities of the position.

The package includes:

• Competitive base salary and annual bonus potential.
• Eligibility to participate in the company's health care plan. Current plan options include select plans that cover the full premium for employees and their eligible dependents.
• Participation in the Company 401(k) Plan, available from the first day of hire.
• A company Wellness Program, which includes reimbursement of up to $75.00 per month for membership fees.
• A flexible and responsible paid time off (PTO) policy.
• Company sponsorship for approved continuing education and professional development.

Pay Range: $120,000.00 - $140,000.00

One Capital Management, LLC is an Equal Opportunity Employer.