CFP Relationship Management Director

A company is looking for a Relationship Management Assistant Director.

Key Responsibilities

Implements relationship management strategies and initiatives for Sophisticated Planning Strategies (SPS)

Serves as the primary contact for top firms, cultivating strategic relationships and enhancing client experience for high-net-worth clients

Coordinates with financial, legal, and tax professionals to ensure timely delivery of complex cases that meet advisor expectations

Required Qualifications

Bachelor's degree required; advanced degree preferred

Minimum 7 years of experience in process management, case management, and client-facing financial planning

CFP designation required or working towards it within 12 months

HNW planning experience required

Proficiency in financial planning software systems