Director Of Financial Planning

UMB Financial Corporation

Kansas City, KS, US
Base: $124,690.00 - $268,200.00; bonus/equity: ann...
60% onsite
10+ years financial services experience
3+ years functional leadership in wealth management
Cfp or advanced designation required
The role involves overseeing the team of financial planning professionals across the business to drive practice efficiencies and growth strategies

Job Summary

  • The role involves overseeing the team of financial planning professionals across the business to drive practice efficiencies and growth strategies.
  • Candidates will be responsible for setting the strategic direction, managing the annual budget, and executing the business transformation plan for the function.
  • UMB offers competitive benefits including a 401(k) matching program, annual incentive pay, comprehensive health coverage, and an employee assistance program.

Matching Summary

The role involves overseeing the team of financial planning professionals across the business to drive practice efficiencies and growth strategies.

Salary

Base: $124,690.00 - $268,200.00; Bonus/Equity: Annual incentive pay included; Benefits: 401(k) match, medical/dental/vision, paid time off

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • 3+ years functional leadership in wealth management
  • CFP or advanced designation required
  • Series 65 registration within 120 days
  • Bachelor's degree in relevant field

Nice-to-have

  • Demonstrated financial advisor sales experience
  • Strong interpersonal communication skills
  • Systems thinking and complex problem solving
  • Ability to grasp big picture while maintaining detail
  • Experience with eMoney client portal

Key Requirements

  • 10+ years applicable experience within Financial Services
  • 3+ years demonstrated functional leadership experience
  • CFP or advanced designation
  • Series 65 registration ability
  • Bachelor's degree or equivalent background

Work Rights

Not specified

Tailored Resume

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