Financial Planning Manager

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Financial Planning Manager that is responsible for supporting the implementation, maintenance, and ongoing improvement of the financial planning function across the firm.

Responsibilities:

• Work closely with the Director of Financial Planning to execute on strategic initiatives, complete research projects and feedback loops, and ensure high-quality, consistent planning delivery across the organization
• Planning Enablement and Execution
  • Implement firm-wide financial planning workflows, templates, and processes
  • Coordinate the rollout of new planning deliverables and tool features
  • Support planning pilots and advisor testing groups; collect and organize feedback
• Technology and Platform Support
  • Works closely with planning platform administrator to drive usage of financial planning tools (i.e.: eMoney, Holistiplan, SSAnalyzer)
  • Provides research and rationale for firm-level planning assumptions, settings, and integrations
• Communication and Feedback Coordination
  • Manage the “Voice of the Advisor” feedback loop (surveys, interviews, etc.)
  • Assist in drafting and publishing the Planning Roadmap and monthly updates
  • Schedule and help facilitate the Planning Advisory Panel and pilot group meetings

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

• Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – supportive and authentic with mutual respect for colleagues

Qualifications:

• Bachelor’s Degree required
• CFP certification
• Minimum 5-7 years of experience in a wealth management related or financial services field
• Minimum 3-5 years of financial planning experience

Skills and Competencies:

• Proven analytical and problem-solving skills
• Working knowledge of planning strategies and solutions
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
• Excellent written and verbal communication skills
• Actively engages as a team member
• Adaptability and flexibility
• Client first attitude
• Occasional travel may be required

Benefits:

• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Partial remote work