Senior Director, Advanced Planning
Charlottehybriddirector$220K – $250K
Posted 1w ago · via Workday
About this role
Job Description: The Role/What You’ll Do: 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.…
Read the full description on Asset Mark Financial Holdings's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams, salesforce
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Charlotte. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teamssalesforce