Remote Financial Planning Manager — Lead Global Team

strittmatterwealth; Fort Worth (TX); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Life Insurance

Dental

Disability

Medical

Vision

401k matching

Job summary

Strittmatter Wealth Management Group is seeking a Financial Planning Manager to lead a remote overseas Financial Planning team, ensuring timely, high-quality plans and client service. The role emphasizes coaching, performance management, and process improvements within a collaborative environment.

You will oversee workflows, reviews, and documentation while partnering with leadership to meet departmental goals and maintain accuracy across client deliverables.

Qualifications

• 10 years of experience in financial planning, wealth management, or paraplanning.
• 5 years of leadership or people management experience.
• Strong leadership, coaching, and team development skills.
• Excellent project management, organizational, and communication abilities.
• CFP® certification a plus
• Bachelor's degree
• Experience managing or supervising a remote or overseas Financial Planning team is strongly preferred
• Willing to work onsite in our Fort Worth office
• Advanced knowledge of comprehensive financial planning, investments, retirement planning, insurance, and tax planning concepts
• Extensive experience with eMoney Advisor

Responsibilities

• Lead, coach, and develop a high-performing remote team of Financial Planners.
• Oversee daily workflow, prioritize assignments, and ensure timely, accurate completion of financial plans and client deliverables.
• Review financial plans, reports, and recommendations to maintain quality and consistency.
• Monitor team performance, provide regular coaching and feedback, and support ongoing professional development.
• Improve team processes, workflows, and documentation to increase efficiency and accuracy.
• Collaborate with advisors and leadership to support client needs and achieve departmental goals.
• Ensure accurate client records, compliance documentation, and proper use of financial planning software.
• Track team performance metrics, prepare management reports, and assist with special projects as needed.

Skills

Leadership

Coaching

Team development

Communication

Organizational skills

Education

Bachelor's degree

Tools

eMoney Advisor

Redtail

Pershing

TD Ameritrade VeoOne

Adhesion

Microsoft 365

Google Suite

Riskalyze

Job description

Strittmatter Wealth Management Group is seeking a Financial Planning Manager to lead a remote overseas Financial Planning team, ensuring timely, high-quality plans and client service. The role emphasizes coaching, performance management, and process improvements within a collaborative environment.

You will oversee workflows, reviews, and documentation while partnering with leadership to meet departmental goals and maintain accuracy across client deliverables.