41 applicants

Company

Original Job Post

Thrivent · 17 hours ago

Director of Dedicated Planning Operations

United States

Full-time

Remote

Director

$85K/yr - $115K/yr

3+ years exp

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Responsibilities

Oversee workflow and job responsibilities of planning department team members

Lead training and development for planning department team members

Work with leadership to build out planning department infrastructure as needed

Identify and offer recommendations on how to optimize workflows

Keep up-to-date knowledge of financial planning concepts and industry and assist rest of team in upkeeping relevant knowledge for their respective positions

Work with Financial Planning Coordinator to oversee and improve processes for collecting client data

Work with Paraplanner to oversee and improve process for inputting and maintaining client data in MoneyGuidePro, client files, and Salesforce CRM

Facilitate process to gather and maintain customer suitability information

Together with Paraplanner, prepare and update written plans and presentation material for client meetings

Work with advisory team to refine process for creating and implementing written plans and insight summaries

Research and respond to client inquiries

Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date

Research and analyze investment and portfolio allocations

Assist in generating performance reports

Handle request for transfers of funds in and out of accounts by tasking to CSA for processing

Track cash balances for retirement account decumulation

Track tax planning elements through year to provide insights during tax season

Analyze cash flow and spending projections for clients

Other responsibilities as assigned by the Lead Advisor

Qualification

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Industry experienceCertified financial plannerChartered financial analystSecurities registrationLife registrationHealth registrationAnnuity registrationTechnical computer aptitudeBusiness tools knowledge handle multiple tasksMaintain high quality of workExperience frequent interruptionsMaintain integrity of informationOrganizational skillsCommunicationInterpersonal skillsProblem-solving