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About The Position
Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professionals practice. This individual will satisfy this requirement through two major functions partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firms financial professionals, and teams on all things related to Oppenheimers financial planning capabilities. This position will report to the Managing Director and Head of Financial Planning. This position will be based out of the firms headquarters at 85 Broad Street in New York City.
