Director of Financial Planning
Pinnacle Recruitment Services
Job Description
Job Description
The Company
Our client is a well-established, multi-entity organization with deep roots in their community , serving multiple generations of family ownership and affiliated entities. Built on values of humility, integrity, responsibility, and discretion, the company has a long track record of trusted relationships, sustainable growth, and community stewardship.
The Role
The Director of Financial Planning will report directly to the Chief Investment Officer and will play a critical role in overseeing and supporting financial planning and investment initiatives across multiple entities and family stakeholders. This leader will serve as a key relationship manager, ensuring that strategic financial goals are met while providing tailored planning solutions and investment guidance.
The Director will also be instrumental in engaging the next generation, leading financial education initiatives, and ensuring operational efficiency by collaborating closely with the leadership team.
Key Responsibilities
- Build and maintain strong client and family relationships through regular meetings and proactive communication
- Lead the development and monitoring of financial and investment policy statements (IPS) to align with long-term objectives
- Provide thoughtful financial planning solutions, including asset allocation, estate considerations, and tax planning strategies
- Conduct research and collaborate with the CIO and investment team on portfolio construction, manager selection, and investment diligence
- Partner with operations leadership to streamline reporting and client service workflows across entities
- Educate and mentor younger stakeholders, supporting generational wealth transfer and long-term stewardship
- Stay current on compliance and regulatory matters impacting both internal operations and client planning
Candidate Profile
- Minimum 7+ years of experience in financial planning, wealth management, or multi-entity family office environment
- Strong interpersonal skills with the ability to build trust and credibility across diverse stakeholders
- Excellent analytical, problem-solving, and communication abilities
- Proficiency in financial planning tools and advanced Excel
- Advanced credentials such as CFA, CFP, or a master’s degree strongly preferred
- Personal qualities of humility, discretion, and integrity are essential for success in this role
Vacancy posted more than 2 months ago
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