Team Lead, Centralized Planning

Blue Trust Inc•Alpharetta, GA

just now•Onsite

About The Position

Position Overview: The Team Lead, Centralized Planning supports the day-to-day execution and operational excellence of Blue Trust’s Centralized Planning service. Reporting to the Manager, Centralized Planning, this role focuses on ensuring the quality, consistency, and effectiveness of financial planning deliverables produced by the centralized team, including the delivery of comprehensive, biblically-aligned financial planning services in the National Office. This position will work alongside Paraplanners to create and deliver financial plans but will also play a key role in quality control, training, and professional development for paraplanners and associate advisors, helping implement the established vision, standards, and planning philosophy of the centralized planning function. As the Centralized Planning team grows, this role is anticipated to assume increasing leadership responsibility, including direct management and development of paraplanners. This position is a part of a centralized service center located in the Blue Trust National Office in Alpharetta, GA.

Requirements

Strong technical experience in comprehensive financial planning or private wealth management, with the ability to review, evaluate, and improve the work of paraplanners and associate advisors.
Demonstrated ability to coach, train, and develop others through feedback, instruction, and modeling of best practices, even in situations without formal supervisory authority.
Solid understanding of retirement, tax, estate, insurance, and charitable giving strategies, and how these components integrate into holistic financial plans.
Ability to interpret and apply Blue Trust’s financial planning philosophy and biblical principles in daily planning work and to reinforce these standards with paraplanners and associate advisors.
Strong interpersonal and communication skills, with the ability to build trust, provide constructive feedback, and collaborate effectively across teams.
Detail-oriented with a commitment to quality, consistency, and continuous improvement.
Comfort operating in a fast-paced, service-oriented environment with multiple priorities and deadlines.
Alignment with Blue Trust’s mission, values, and commitment to biblical stewardship.
Demonstrates in-depth knowledge of those portions of both the old and new testaments of the Bible, particularly with regard to scriptural references to money and finances, and an ability to apply and integrate this knowledge into all phases of financial planning and holds Paraplanners and Financial Planners accountable to the same standards.
Bachelor’s degree in finance, accounting, business, or related field.
Minimum 3-5 years’ experience in financial planning.
Experience working with high-net-worth individuals and families.
Deep familiarity with financial planning software (eMoney, MoneyGuidePro, etc.).
Strong analytical, organizational, and project management skills.

Nice To Haves

Experience in operations management, creating and streamlining business processes, and team leadership strongly preferred
CFP® certification required; additional designations (e.g., CPA, CFA, CAP®, CKA®) a plus.
Embraces expectation to obtain the CKA designation within the first year of employment.

Responsibilities

Quality Control & Planning Execution
Training, Coaching & Development
Workflow Support & Team Leadership
Cross-Functional Support
Compliance & Standards Adherence
Team Leadership - Sincerely values people and applies the principles embodied in the Company’s Management Language and core values to lead their team in a manner that respects and values each individual rather than a top-down, authoritative leadership style.
Intentionally supports team to bring about professional and personal growth providing direction and accountability through the process.
Supports hiring initiatives in a manner that considers firm-wide growth plans and proactively develops Financial Planners in a manner that considers these plans and ensures the readiness of future Advisors.
Understands and uses sound HR procedures and processes to support Manager, Centralized Planning in the maintenance of performance standards, performance evaluations and corrective action when necessary.
Understands and supports the counsel and biblical basis upon which Blue Trust serves its client base.
Standardizes onboarding and implements best-in-class training processes and procedures for new Paraplanners and Financial Planners on the Centralized Financial Planning team