AssetMark Financial, Inc
Senior Director, Advanced Planning
Charlotte, NC · Director · Full-time
No sponsorship$220k-$250kDetected 26 days ago
SalesforceCRMTaxProcess ImprovementLeadershipCommunicationCollaborationProblem SolvingPublic Speaking
About the role
- This role is highly visible internally and externally and includes presenting to advisors and clients through meetings, conferences, webinars, and educational events.
- This is a full-time position in our Charlotte, NC office with a hybrid work schedule.
- This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
Responsibilities
- This leader will partner closely with the SVP Wealth Services, advisors, and internal stakeholders to deliver sophisticated planning solutions while enhancing operational efficiency and team effectiveness.
- Lead, coach, and develop a team of advanced planning professionals, including Wealth Strategists and Senior Financial Planners
- Drive operational efficiency through process improvement, technology adoption, resource allocation, and workflow optimization
- Partner with advisors and their HNW/UHNW clients to deliver customized and sophisticated planning strategies
- Deliver presentations at conferences, advisor meetings, webinars, and client events
- Collaborate cross-functionally with Sales, Product, Consulting, Technology, Compliance, and Marketing teams to enhance planning capabilities and advisor engagement
- Mentor and support team members through case consultation, training, and ongoing professional development
- Utilize planning technology and analytics tools to create scalable and engaging client experiences
- Support business growth initiatives by helping advisors deepen client relationships and uncover new opportunities
- Proven ability to lead teams while remaining hands-on in client engagements
Requirements
- Proficiency with financial planning technology and CRM platforms, including tools such as eMoney, MoneyGuidePro, Holistiplan, Salesforce, and related systems
- Candidates must be legally authorized to work in the US to be considered.
Nice to have
- Bachelor's degree required
- 12+ years of experience in advanced financial planning, wealth strategy, estate planning, or related HNW/UHNW advisory work
- 5+ years of leadership or people management experience preferred
- Active CFP® certification required
- Additional advanced designation strongly preferred (JD, CPA, MBA, MST, CEPA, CAP, or similar)
Skills
- Deep expertise in estate planning, tax planning, retirement income planning, business succession, and wealth transfer strategies
- Significant experience working with HNW and UHNW clients and financial advisors
- Strong operational mindset with experience improving team processes, workflows, and scalability
- Exceptional presentation, communication, and relationship management skills
- Ability to simplify complex financial and estate planning concepts for both advisors and clients
- Strong analytical, organizational, and problem-solving abilities
Compensation
- The Base Salary range for this position is between $220,000-$250,000.
- This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
- This position will also be eligible for additional variable incentive compensation and competitive benefits.
- Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
Benefits
- Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
- Flex Time or Paid Time Off and Sick Time Off
- Medical, Dental, Vision - HDHP or PPO
- HSA - Employer contribution (HDHP only)
- Volunteer Time Off
- Fitness Reimbursement
Company info
- to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
- Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
- Our values are how we show up every day.
- Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives.
- Client Success.
- We believe in:
- Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
- Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
- Unyielding Integrity, doing what's right, always. Even when it's hard.
- Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
- These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
- Our Culture & Benefits
Visa & Work Authorization
- Candidates must be legally authorized to work in the US to be considered.
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