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Oracle Cloud ERP · 3 months ago

Director, Advanced Planning Solutions

Dallas, TX, United States

Full-time

Hybrid

Director/Executive

12+ years exp

Oracle Cloud ERP is seeking a strategic and experienced leader to serve as Director of Advanced Planning Solutions. This role involves leading a team of Advanced Planning Consultants to develop sophisticated wealth strategies for high-net-worth clients, ensuring alignment with firm goals and measurable growth in assets under management and revenue.

Information Technology & Services

Responsibilities

Communicate Advanced Planning Team capabilities and value proposition to financial professionals and internal teams

Present case studies and promote APT at advisor forums including affiliate firm presentations, and national conferences

Monitor team activities utilizing Salesforce, including activity and opportunity tracking, volume of planning opportunities and implemented assets

Monthly reporting on team progress relative to established goals

Provide ongoing training and support for all APT members

Actively participate in high-net-worth opportunity discovery and presentations

Conduct bi-weekly open opportunity pipeline meetings with all team members to facilitate implementation strategy

Oversee the development and results of asset-based lending program and consultants

Facilitate resources to address financial professional advanced planning questions through tax and estate planning specialist(s)

Promote involvement and collaboration between APT members and Cetera SME resources from internal teams including risk, annuity, advisory and alternative investments

Leadership and Collaboration with Internal Teams: build strong relationships with our affiliated advisors, APT team members, internal business partners, and specialists by fostering collaboration

Follow up with fellow APT team members to ensure that all advisor requests and issues are promptly addressed, and interaction details are properly documented and shared internally

Promote the Advanced Planning team capabilities to advisors, regional growth teams, and prospective affiliates to Cetera Financial Group

Qualification

Advanced planning leadershipHigh-net-worth financial planningFINRA Series 7 & 63Financial planning softwareCFP® designationTrustEstate planningInsuranceRisk managementSalesforce proficiencyMicrosoft OfficeAnalytical skillsTeam collaborationPresentation skills

Required

Proven success in leading, mentoring, and developing advanced planning teams focused on high-net-worth (HNW) client strategies

12+ years of experience in client- or advisor-facing roles involving complex HNW financial planning

FINRA Series 7 & 63 licenses required

Deep understanding of trust structures, estate planning, and legacy strategies

Additional securities licenses and professional designations may be required

Proficient in financial planning software such as eMoney or MoneyGuidePro

Strong ability to evaluate and analyze investment opportunities

Knowledge of business succession planning, valuation, and exit strategies

Experience implementing charitable giving and philanthropic strategies

Expertise in insurance and risk management solutions

Familiarity with alternative investment vehicles including 1031 exchanges, Qualified Opportunity Zones (QOZs), REITs, exchange funds, and energy-based programs for portfolio diversification

Solid understanding of regulatory frameworks, suitability standards, and concentration limits related to HNW investment recommendations

Proficient in Microsoft Office tools, especially PowerPoint and Excel, for creating impactful presentations and supporting strategic recommendations

Experience using Salesforce for tracking, reporting, and client engagement

Deep knowledge of investment advisory platforms and portfolio construction

Demonstrated leadership in training, coaching, and elevating team performance

Ability to create and deliver comprehensive financial plans and client-facing presentations

High-energy self-starter with a proactive approach to problem-solving and innovation

Strong analytical skills with the ability to integrate solutions across financial planning disciplines and influence senior stakeholders in a cross-functional environment

Proven track record of meeting business objectives related to asset growth, revenue generation, and profitability