Planning - L7 - Lead Planner

Range•McLean, VA

20h•$180,000 - $280,000•Onsite

About The Position

Range is hiring an experienced Lead Planner to join its wealth-advisory team. Reporting directly to the General Manager of Financial Planning, the Lead Planner will manage a team of financial planners while remaining hands-on with financial planning and delivering an excellent member experience. The role combines client-facing wealth advice with collaboration on Range’s technology: the Lead Planner will share expertise and feedback with product teams as the company develops proprietary tools for financial information collection, evaluations, projections, and custom plan delivery. The role is based at Range’s headquarters in McLean, Virginia, or at its hub locations in New York City or Bellevue. The position follows an in-office schedule Monday through Friday. Relocation may be discussed for candidates who are not currently based in those areas.

Requirements

9+ years of experience in client-facing financial services roles.
Experience with in-depth tax planning and building tax projections for clients.
Significant experience delivering financial advice directly to consumers.
Exceptional investment acumen and knowledge of broader planning topics.
Significant experience using financial services technology.
Strong organizational, leadership, and written communication skills.

Nice To Haves

An active designation such as CFP, CPA, CFA, EA, ECA, or similar.
Interest in or passion for technology and a desire to change the industry.
A BS or BA in Finance, Accounting, or another related major.

Responsibilities

Understand members’ individual needs and aspirations and advise them on their financial goals.
Build and implement iterative financial plans and wealth strategies.
Maintain an in-depth understanding of financial planning, investments, and tax planning.
Participate in a collaborative team and share best practices.
Assist engineering and product teams with prioritizing and creating product plans and roadmaps.
Research and present investment strategies.
Coordinate tax filing and estate planning.
Manage a team of financial planners while continuing to provide hands-on planning.

Benefits

100% employer-covered medical insurance for employees and 75% coverage for dependents, plus dental and vision coverage.
401(k) retirement savings program.
Paid time off and most federal holidays.
Comprehensive parental leave.
Select meals covered throughout the week.
Monthly movement stipend.
Equity in the form of stock options, including early exercise eligibility.
Professional development focus.
Full access to cutting-edge AI tools, with costs covered.
Annual compensation reviews and performance-based salary and equity refreshes.
Boomerang Program: after two years, employees may take time away to start a company; Range holds their position for six months, and equity vesting pauses and resumes upon return.