Sr Director, Advice & Financial Planning Methodology Lead
About The Position
The Advice Relationship Manager owns the strategic direction and execution of a strong relationship management model within the assigned business units, engaging senior business stakeholders and execution partners to advance the enterprise Advice strategy and position. The role sets and drives the advice and financial planning methodology strategic roadmap, ensuring alignment with key internal and external stakeholders, and serves as the primary advisor and liaison to the Advice Product Management, Governance and Enablement teams supporting regulatory initiatives related to advice product development. Through the establishment of effective relationship management processes and protocols, this role owns alignment of methodology execution across Advice Product, Advisory and Oversight stakeholders, translating strategic priorities into department-level and cross-functional business outcomes.
Requirements
- 8+ years experience in financial services with focus on the financial tech space, within advice and financial planning applications
Nice To Haves
- 10+ years experience in financial services with focus on the financial tech space, within advice and financial planning applications
- CFP strongly preferred; CFA or other financial planning designations helpful
- Previous experience working with one of the following retirement advice platforms: Morningstar, Edelman Financial Engines, Guided Choice
- Familiarity with the recordkeeping environment
- Demonstrated success in relationship building w/ internal and external stakeholders
- Strong proficiency with ERISA and investment advisory regulations
- Previous experience working in an agile development framework
Responsibilities
- Own and cultivate highly collaborative, senior-level relationships with business stakeholders and execution partners, positioning the Advice team as a trusted strategic partner in aligning methodology, advice product, and regulatory considerations — both in sustaining existing advice solutions and shaping the strategy for bringing new solutions to market.
- Serve as an advisor to senior internal and external business stakeholders and execution partners, leading and shaping regular strategic discussions that guide their decisions and reinforce a unified Advice strategy and market position.
- Serve as the department's subject-matter authority for foundational Advice and Financial planning methodologies, establishing and directing deep expertise and strategic relationships with key advice and financial planning vendors that shape the broader methodology roadmap.
- Anticipate the problems, challenges, and long-term business strategies of senior stakeholders, proactively shaping how Advice evolves to address emerging needs and strengthen its competitive position.
- Monitor competitive dynamics and translate that intelligence into strategic input that shapes the direction of the Advice methodology and product roadmap.
- Direct and align UX, CX, Marketing, and IT Development teams to a consistent, senior-endorsed advice strategy, serving as the accountable voice for strategic coherence across these cross-functional partners.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
