Remote CFP® Financial Planning Manager

Nayya; New York (NY); On-site; USD 130,000 - 150,000; Full time

Job summary

A leading health and wealth technology provider is seeking a Manager, US Financial Planning, to lead a team of CFP® professionals in New York. This role involves developing a high-performing team culture, ensuring compliance, and improving client outcomes through data analysis. Candidates should possess a CFP® certification and strong leadership experience in financial services. The position offers a salary range of $130,000 to $150,000, commensurate with experience and location adjustments.

Qualifications

• 5+ years in financial planning or related financial services role.
• 3+ years of people leadership experience.
• Strong understanding of employee-benefit planning needs.

Responsibilities

• Lead and coach a team of remote CFP® professionals.
• Build a high-performing team culture.
• Conduct quality assurance for the team.
• Use data to improve client outcomes.

Skills

Leadership

Financial Planning

Communication

Team Development

Data Analysis

Education

CFP® certification

Experience in financial services

Job description

A leading health and wealth technology provider is seeking a Manager, US Financial Planning, to lead a team of CFP® professionals in New York. This role involves developing a high-performing team culture, ensuring compliance, and improving client outcomes through data analysis. Candidates should possess a CFP® certification and strong leadership experience in financial services. The position offers a salary range of $130,000 to $150,000, commensurate with experience and location adjustments.