Director of Financial Planning Operations

Job Summary:

The Director of Financial Planning Operations will oversee a team of Financial Planners dedicated to creating prospect financial plans that drive new client acquisition for Mercer Advisors. This role ensures operational excellence, strategic capacity planning, and process improvement while serving as an individual contributor with CFP credentials. The leader will hire, train, and mentor planners, manage workflow efficiency, and design scalable solutions to support future growth.

Essential Job Functions:

• Team Leadership: Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.
• Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.
• Individual Contribution: Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition.
• Performance Management: Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management.
• Drive long-term strategy: Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process.

Manage internal stakeholders: Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can thrive within a complex, cross-matrix organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of seamless collaboration—where teams leverage their unique expertise to achieve collective success.

Knowledge, Skills, and Abilities:

• Certifications & Experience: CFP® strongly preferred. Minimum 5 years of financial planning experience and prior management experience ideal.
• Technical Proficiency: Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI.
• Leadership & Communication: Exceptional orchestration skills; outstanding written and verbal communication abilities.
• Problem-Solving & Ownership: Proactive problem solver with high ownership; adept at risk identification and mitigation.
• Adaptability: Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution.
• Education: Bachelor’s degree from an accredited institution required.

Work Schedule: Daytime and evening hours as needed.

Working Conditions: Professional office environment. Working inside. Standing and sitting.