Director of Financial Planning (HNW/UHNW)

Job Summary

The Director, Financial Planning UHNW takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process. In addition, this role leads a team of advanced planners that delivers financial planning, including training and oversight.

Essential Job Functions for this role include:

• Develop and maintain unified financial planning processes that drives efficiency for client service teams dedicated to UHNW clients at Mercer Advisors.
• Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group.
• Collect, codify, and disseminate best practices related to financial planning production.
• Develop and maintain "playbook" on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service.
• Proactively modify internal systems to support and enhance the financial planning experience.
• Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring.
• Cultivate superior relationships with wealth management team members in support of the financial planning process specific to UHNW clients.
• Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery.
• Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization.
• Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.

Knowledge, Skills, and Abilities:

• Bachelor’s degree required
• 10+ years of successful experience in the financial services industry
• CFP® (Certified Financial Planner) certification preferred