Director of Financial Planning
NFPMaryland, United States • New York, New York, United States
Posted October 15, 2025
180000 - 250000 USD year
Full Time
About the Company
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
Job Description
Wealthspire is seeking a Director of Financial Planning to shape and oversee the firm's comprehensive financial planning strategy, technology, standards, and overall experience across clients, prospective clients, and colleagues.
Requirements
- Chair the Financial Planning Committee to establish, implement, and continuously refine firmwide planning standards
- Oversee the firm's financial planning technology, processes, and deliverables
- Act as the firm's lead technical planning resource
- Support the Head of Advisor Success in aligning financial planning strategy with firm growth objectives
- Develop and lead the firm's financial planning thought leadership efforts
Benefits
- Competitive salary
- Paid time off and holidays
- 401(k) plan with company match
- Exclusive discount programs
- Robust health and wellness benefits