Senior Director Executive Management
Job Summary
A company is looking for a Senior Director, Workplace Planning and Executive Management.
Key Responsibilities
- Drive senior organization results through enhanced customer relationships and financial planning execution
- Develop and implement an Executive Services strategy to support complex planning needs for executives
- Oversee the growth of the Financial Planning team and ensure accountability for performance and customer experience
Required Qualifications and Education
- Bachelor's degree required; Master's degree preferred
- 10+ years of relevant industry leadership experience
- Certified Financial Planner (CFP) designation required
- FINRA Series 7, 24, & 66 required
- FINRA fingerprinting required
COMPLETE JOB DESCRIPTION
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