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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and advisor practice management, with a strong focus on integrating digital platforms and enhancing client experiences. Proven ability to manage partnerships and drive strategic initiatives within wealth management.
Highest-signal resume keywords
Financial Planning KnowledgeAdvisor Practice ManagementFinancial Planning TechnologyStrong Communication SkillsVendor Performance Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial LiteracyWealth ManagementDigital PlatformsEmerging Technology KnowledgeAI-Enabled Capabilities
Soft Skills
Relationship ManagementAttention to DetailPresentation SkillsAbility to Manage Multiple InitiativesWillingness to Challenge Assumptions
Tools & Technologies
EMoneyMoneyGuideAsset-Map
Industry Keywords
Financial ServicesAdvisor WorkflowsClient-Facing SolutionsPlatform EnhancementsContinuous Improvement
About the role
Key responsibilities & impact- Lead the design and delivery of an integrated advisor and financial planning experience
- Connect practice management, advisor workflows, digital platforms, planning capabilities, and client-facing solutions
- Shape the end-to-end financial planning and client experience
- Translate advisor and client needs into scalable solutions supporting financial health and long-term financial well-being
- Partner across Wealth Management, technology, and other functions on strategic initiatives, platform enhancements, integrations, and capabilities
- Manage internal and external partnerships, including third-party financial planning providers
- Support platform delivery, vendor performance, contract and amendment reviews, and ongoing enhancements
- Monitor industry trends, competitors, digital capabilities, and emerging technologies
- Support product strategy, partner decisions, roadmap priorities, and advisor practice solutions
- Engage with advisors and stakeholders and translate feedback into recommendations and executive-ready materials
- Influence decisions and drive continuous improvement
Requirements
What you’ll need- Bachelor’s degree or equivalent relevant professional experience
- 5+ years in wealth management, financial planning, advisor practice management, or financial services
- Experience supporting advisor-facing solutions, platforms, or programs
- Strong financial planning knowledge and financial literacy
- Experience with financial planning technology and digital platforms, ideally including eMoney, MoneyGuide, Asset-Map, or similar advisor planning tools
- Working knowledge of emerging technology and AI-enabled capabilities
- Strong communication, presentation, and relationship-management skills
- Ability to manage multiple initiatives and priorities
- Attention to detail
- Willingness to challenge assumptions, explore new ideas, and continuously improve the advisor and client experience
Benefits
Comp & perks- Base salary increases
- Spot bonuses
- Short-term incentive compensation opportunities
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
- Growth opportunities
- Internal mobility
- Comprehensive compensation and benefits
- Flexibility
- Culture of collaboration and teamwork