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Financial Planning, Senior Director
- New York, New York, United States
- New York, New York, United States
À propos
Financial Planning, Senior Director
role at
Oppenheimer & Co. Inc.
Company Overview Oppenheimer & Co. Inc. (‘Oppenheimer’) is a leading middle‑market investment bank and full service broker‑dealer. With roots tracing back to 1881, the company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research, market making, trust services, investment advisory and asset management services.
Job Description Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the Asset Management Department. The Senior Director is responsible for serving as a value‑added extension of a financial professional’s practice, partnering with financial professionals to deliver an industry‑leading client experience on all things related to goals‑based planning, and promoting, educating and coaching the firm’s financial professionals on Oppenheimer’s financial planning capabilities. The position reports to the Managing Director and Head of Financial Planning and may be based at any of the following locations: Chicago, Houston, Los Angeles, San Francisco, Seattle, or New York City.
Responsibilities
Engage with financial professionals to develop business opportunities with new and existing clients via Oppenheimer’s goals‑based financial planning process
Educate financial professionals on best practices for integrating these capabilities into their business practices
Attend, participate, and/or lead client discovery and/or plan presentation meetings in collaboration with the financial professional
Drive, partner, or serve as a consultant on development of an actual plan for presentation when appropriate
Speak and present at seminars, webinars, and presentations, including to large groups on financial‑planning topics
Serve as a subject‑matter expert for financial professionals and affluent UHNW clients on topics related to financial planning, remaining knowledgeable of regulatory and legal changes
Build strong, trustworthy, value‑driven relationships with financial professionals, branch managers, business partners and senior management to promote financial planning
Act as a bridge to the firm’s product platforms such as Oppenheimer Asset Management, Oppenheimer Life Agency, and Oppenheimer Trust Company of Delaware
Qualifications
Minimum 7 years’ experience in financial services, including financial planning, goals‑based investing, advisory programs, insurance, annuities and retirement strategies
Bachelor’s degree in business, finance, accounting or a related field
FINRA Registration: Series 7 and 66 (or 63 and 65)
Active state life and health insurance license
Knowledge of branch functionality and advisor/client relationship preferred
Experience with MoneyGuidePro or similar financial‑planning software
Willingness to travel 10–25% of the year
Self‑starter, enthusiastic, capable of working closely with financial professionals and other team members
Ability to manage multiple planning opportunities concurrently
High ethical standards, client‑first focus
Exceptional presentation skills for audiences ranging from 1–2 individuals to over 50
Passion for coaching, training and educating colleagues of varying experience levels
Strong working knowledge of Microsoft Office
Strong attention to detail
Compensation Base salary range: $130,000–$150,000 per year (New York State estimate). Eligible for additional discretionary bonus.
Seniority Level Director
Employment Type Full‑time
Job Function Finance
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Compétences linguistiques
- English
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