Modera Wealth Management-posted about 5 hours ago
Full-time • Manager
Hybrid • Charlotte, NC
51-100 employees

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. Job Overview: We are looking for a Financial Planning Manager that is responsible for supporting the implementation, maintenance, and ongoing improvement of the financial planning function across the firm.

  • Work closely with the Director of Financial Planning to execute on strategic initiatives, complete research projects and feedback loops, and ensure high-quality, consistent planning delivery across the organization
  • Implement firm-wide financial planning workflows, templates, and processes
  • Coordinate the rollout of new planning deliverables and tool features
  • Support planning pilots and advisor testing groups; collect and organize feedback
  • Works closely with planning platform administrator to drive usage of financial planning tools (i.e.: eMoney, Holistiplan, SSAnalyzer)
  • Provides research and rationale for firm-level planning assumptions, settings, and integrations
  • Manage the “Voice of the Advisor” feedback loop (surveys, interviews, etc.)
  • Assist in drafting and publishing the Planning Roadmap and monthly updates
  • Schedule and help facilitate the Planning Advisory Panel and pilot group meetings
  • Bachelor’s Degree required
  • CFP certification
  • Minimum 5-7 years of experience in a wealth management related or financial services field
  • Minimum 3-5 years of financial planning experience
  • Proven analytical and problem-solving skills
  • Working knowledge of planning strategies and solutions
  • Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Actively engages as a team member
  • Adaptability and flexibility
  • Client first attitude
  • Occasional travel may be required
  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth and continuing education
  • Partial remote work
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