What are the responsibilities and job description for the Strategic Growth Leader position at Planning Alternatives?
Job Description:
At Planning Alternatives, we are seeking a highly experienced Strategic Growth Leader to contribute to the strategic growth of the firm and lead key client relationships.
The successful candidate will be responsible for overseeing all aspects of the firm, with a focus on maintaining current business, supporting the development and success of our Wealth Advisors and Associate Advisors, driving business development initiatives to enhance the growth of assets under management, and integrating operational initiatives into our future growth strategy. This position requires strong leadership skills, a portfolio of great relationships, a strategic mindset, and a deep understanding of fiduciary principles and financial services.
Key Responsibilities:
Required Skills and Qualifications:
We are looking for a results-oriented professional with a proven track record of success in a leadership role within the financial services industry, with a focus on fiduciary services and wealth management. The ideal candidate will have a strong understanding of investment principles, financial markets, and regulatory requirements, as well as exceptional interpersonal and communication skills. A Bachelor's degree in Finance, Business Administration, or related field, and an MBA or CFA designation is preferred. Other qualifications include demonstrated leadership capabilities, experience managing and developing high-performing teams, and a commitment to delivering superior service and achieving measurable outcomes.
Benefits:
We offer a competitive compensation package, including base salary, performance-based bonuses, and equity opportunities, as well as comprehensive benefits package, including health insurance, retirement plans, and paid time off. Opportunities for professional development and career advancement within a dynamic and growing organization make us an attractive choice for ambitious professionals.
At Planning Alternatives, we are seeking a highly experienced Strategic Growth Leader to contribute to the strategic growth of the firm and lead key client relationships.
The successful candidate will be responsible for overseeing all aspects of the firm, with a focus on maintaining current business, supporting the development and success of our Wealth Advisors and Associate Advisors, driving business development initiatives to enhance the growth of assets under management, and integrating operational initiatives into our future growth strategy. This position requires strong leadership skills, a portfolio of great relationships, a strategic mindset, and a deep understanding of fiduciary principles and financial services.
Key Responsibilities:
- Develop and implement strategies to retain existing clients and enhance client satisfaction.
- Foster strong relationships with key clients, understanding their needs and ensuring their expectations are met or exceeded.
- Monitor client portfolios and provide proactive advice to optimize performance and achieve financial goals.
Required Skills and Qualifications:
We are looking for a results-oriented professional with a proven track record of success in a leadership role within the financial services industry, with a focus on fiduciary services and wealth management. The ideal candidate will have a strong understanding of investment principles, financial markets, and regulatory requirements, as well as exceptional interpersonal and communication skills. A Bachelor's degree in Finance, Business Administration, or related field, and an MBA or CFA designation is preferred. Other qualifications include demonstrated leadership capabilities, experience managing and developing high-performing teams, and a commitment to delivering superior service and achieving measurable outcomes.
Benefits:
We offer a competitive compensation package, including base salary, performance-based bonuses, and equity opportunities, as well as comprehensive benefits package, including health insurance, retirement plans, and paid time off. Opportunities for professional development and career advancement within a dynamic and growing organization make us an attractive choice for ambitious professionals.
