Head of Financial Planning Strategy & Execution

Ladders; United States; A distancia; USD 277.000 - 336.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible work arrangements

Health and wellness programs

Professional development resources

Inclusive workplace culture

Retirement savings with company match

Descripción de la vacante

The Ladders client seeks a Head of Financial Planning Strategy & Execution to shape the organization’s financial planning for complex client needs across the advisory ecosystem. The role focuses on building scalable planning capabilities, governance, workflows, and leveraging technology and data to boost advisor productivity.

Based remotely in the United States, the leader will collaborate with advisors, specialists and senior leaders to elevate planning quality, foster a planning-first culture,

Formación

• 15+ years in financial services, wealth management, or financial planning with leadership experience.
• Proven track record in developing planning strategies within insurance or investment firms.
• Expertise in addressing complex needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Strong grasp of integrating life insurance, annuities, and investment solutions into holistic financial plans.
• Ability to simplify complex financial concepts into actionable solutions for clients and advisors.
• Experience leveraging technology and data to enhance planning quality and productivity.
• Demonstrated leadership skills with the ability to influence cross-functional teams.

Responsabilidades

• Partner with leadership to design and execute a comprehensive financial planning strategy.
• Define governance, workflows, and technology platforms for efficient planning execution.
• Monitor industry trends and client needs to maintain a competitive edge.
• Create scalable planning models tailored for complex client needs.
• Lead the development of digital planning capabilities to enhance advisor productivity.
• Collaborate with advisors and specialists to address complex client requirements.
• Establish best practices and training programs for advisors to foster a planning-first culture.

Conocimientos

Leadership

Financial planning

Strategic thinking

Data-driven

Cross-functional leadership

Descripción del empleo

For our client, we are seeking a Head of Financial Planning Strategy & Execution to join the team of a leader in the Finance & Insurance space.

This leader will shape and drive the organization’s financial planning strategy for complex client needs across the advisory ecosystem. The role will focus on building scalable planning capabilities, strengthening governance and workflows, and improving how technology and data support advisor productivity.

You will also collaborate closely with advisors, specialists, and senior leaders to elevate planning quality and create a more consistent, planning-first experience.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $277,000 – $335,650 annually

Responsibilities

• Partner with leadership to design and execute a comprehensive financial planning strategy.
• Define governance, workflows, and technology platforms for efficient planning execution.
• Monitor industry trends and client needs to maintain a competitive edge.
• Create scalable planning models tailored for complex client needs.
• Lead the development of digital planning capabilities to enhance advisor productivity.
• Collaborate with advisors and specialists to address complex client requirements.
• Establish best practices and training programs for advisors to foster a planning-first culture.

Qualifications

• 15+ years in financial services, wealth management, or financial planning with leadership experience.
• Proven track record in developing planning strategies within insurance or investment firms.
• Expertise in addressing complex needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Strong grasp of integrating life insurance, annuities, and investment solutions into holistic financial plans.
• Ability to simplify complex financial concepts into actionable solutions for clients and advisors.
• Experience leveraging technology and data to enhance planning quality and productivity.
• Demonstrated leadership skills with the ability to influence cross-functional teams.

Benefits

• Flexible work arrangements to support work-life balance.
• Comprehensive health and wellness programs.
• Professional development opportunities and training resources.
• Inclusive workplace culture promoting diversity and belonging.
• Retirement savings plans with company matching contributions.

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.