CFP Financial Planning Manager

Job Summary

A company is looking for a Manager of Financial Planning for a 12-month contract.

Key Responsibilities

• Foster and develop a team of tech-savvy financial planners by coaching and creating growth paths
• Scale a high-volume advice business by implementing efficient systems and processes
• Drive performance metrics through data analysis and ensure team alignment with evolving priorities

Required Qualifications

• Certified Financial Planner (CFP) designation
• Experience in leading sales teams in fast-paced environments
• Proven ability to scale processes and teams
• Strong data-driven decision-making skills
• Adaptability to thrive in changing environments