Senior Director, Advanced Planning

AssetMark•Charlotte, NC

3d•$220,000 - $250,000•Hybrid

About The Position

The Senior Director, Advanced Planning will oversee the day-to-day management and operations of AssetMark’s Advanced Planning team, including professionals specializing in wealth strategy, estate planning, and comprehensive financial planning. This leader will partner closely with the SVP Wealth Services, advisors, and internal stakeholders to deliver sophisticated planning solutions while enhancing operational efficiency and team effectiveness. This role is highly visible internally and externally and includes presenting to advisors and clients through meetings, conferences, webinars, and educational events. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Requirements

Deep expertise in estate planning, tax planning, retirement income planning, business succession, and wealth transfer strategies
Significant experience working with HNW and UHNW clients and financial advisors
Proven ability to lead teams while remaining hands-on in client engagements
Strong operational mindset with experience improving team processes, workflows, and scalability
Exceptional presentation, communication, and relationship management skills
Ability to simplify complex financial and estate planning concepts for both advisors and clients
Proficiency with financial planning technology and CRM platforms, including tools such as eMoney, MoneyGuidePro, Holistiplan, Salesforce, and related systems
Strong analytical, organizational, and problem-solving abilities
Bachelor’s degree required
12+ years of experience in advanced financial planning, wealth strategy, estate planning, or related HNW/UHNW advisory work
5+ years of leadership or people management experience preferred
Active CFP® certification required
Additional advanced designation strongly preferred (JD, CPA, MBA, MST, CEPA, CAP, or similar)
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position.

Responsibilities

Lead, coach, and develop a team of advanced planning professionals, including Wealth Strategists and Senior Financial Planners
Serve as a player/coach by directly participating in complex advisor and client engagements involving estate planning, tax mitigation, wealth transfer, retirement planning, business succession, and multi-generational wealth strategies
Execute and continuously evolve the Advanced Planning strategy in alignment with organizational priorities and advisor needs
Oversee daily operations of the Advanced Planning team, ensuring high-quality deliverables, efficient workflows, and exceptional advisor experiences
Drive operational efficiency through process improvement, technology adoption, resource allocation, and workflow optimization
Partner with advisors and their HNW/UHNW clients to deliver customized and sophisticated planning strategies
Present complex planning concepts in a clear, practical, and engaging manner to advisors and clients
Deliver presentations at conferences, advisor meetings, webinars, and client events
Collaborate cross-functionally with Sales, Product, Consulting, Technology, Compliance, and Marketing teams to enhance planning capabilities and advisor engagement
Establish best practices, quality standards, and consistent planning methodologies across the team
Mentor and support team members through case consultation, training, and ongoing professional development
Utilize planning technology and analytics tools to create scalable and engaging client experiences
Support business growth initiatives by helping advisors deepen client relationships and uncover new opportunities
Travel approximately 25% for advisor meetings, conferences, team collaboration, and client presentations