Team Lead, Centralized Financial Planning

Description

The Team Lead for Centralized Financial Planning will be the driving force behind transforming complex financial planning data into actionable, client-friendly strategies. This role is pivotal in ensuring data from Money Guide Pro is effectively utilized and translated into visually engaging and easy-to-understand PowerPoint presentations for clients and advisors. The ideal candidate is detail-oriented, proficient in financial planning tools, and has exceptional communication and presentation skills. 

Primary Responsibilities
Financial Planning Data Analysis and Strategy Development 

• Extract and analyze client-specific data from Money Guide Pro to identify key financial insights and opportunities. 
• Develop customized financial strategies based on the data, tailored to meet individual client goals and needs. 

Presentation Creation and Delivery 

• Build visually appealing, easy-to-follow PowerPoint presentations that clearly outline financial strategies for clients and advisors. 
• Ensure presentations simplify complex financial concepts and include actionable recommendations. 
• Maintain a consistent presentation format that aligns with the company’s brand standards. 

Advisor Support and Collaboration 

• Collaborate closely with advisors to understand client objectives and align financial strategies accordingly. 
• Provide advisors with the tools, insights, and confidence to deliver compelling presentations to clients. 
• Serve as the go-to resource for enhancing the client-advisor interaction through well-structured materials. 

Continuous Process Improvement 

• Review and refine presentation templates and workflows to improve efficiency and quality over time. 
• Monitor feedback from advisors and clients to enhance the usability and effectiveness of materials. 
• Stay updated on Money Guide Pro and PowerPoint best practices to bring innovation to the role. 

Success KPIs/Metrics
3 Months: 

• Establish and standardize the PowerPoint presentation format for client meetings. 
• Successfully create and deliver 10 financial planning presentations using Money Guide Pro data. 

6 Months: 

• Receive positive feedback from 90% of advisors on the usability and effectiveness of presentations. 
• Train at least 50% of advisors on using the new presentation materials effectively during client meetings. 

12 Months: 

• Fully implement a streamlined process for data extraction, strategy development, and presentation creation. 
• Support 25% of high-net-worth clients ($5M investable net worth) with comprehensive financial planning presentations. 

Requirements

Skills and Experience 

• 5 years of experience in financial planning or related roles. 
• Strong proficiency in Money Guide Pro and PowerPoint. 
• Excellent analytical skills to translate complex financial data into actionable strategies. 
• Exceptional presentation and communication skills, with an eye for design and simplicity. 
• Ability to collaborate effectively with advisors and tailor strategies to individual client needs. 
• Proactive, detail-oriented, and capable of managing multiple projects simultaneously. 
• Familiarity with financial planning tools and industry best practices. 
• CFP or FPQP certification preferred but not required. 

Employee Benefits & Perks 

• Profit Sharing Bonus Program 
• 401(k) Employer Match (up to 4%) 
• 100% Employer-Paid Medical Insurance (HDHP HSA Plans) 
• Dental and Vision Insurance 
• Employer-Paid Long-Term Disability, Life, and AD&D Insurance 
• Voluntary Life and Supplemental Insurance Plans 
• Paid Time Off (112 hours after 90 days) 
• 12 Paid Holidays 
• Ongoing Training & Education Opportunities 
• Company Events, Awards, and Activities