Chief Privacy Officer managing global privacy program for Choice Hotels. Collaborating with teams to ensure compliance and data protection practices.
About the role
- Assistant Director leading relationship management with top NM firms for complex financial planning solutions. Collaborating with financial, legal, and tax professionals to enhance client experience.
Responsibilities
- Leads relationship management with top NM firms
- Implements relationship management strategies and initiatives for Sophisticated Planning Strategies (SPS).
- Collaborates with SPS and other teams to enhance processes, tools, and field relationships.
- Serves as the primary contact for top NM firms.
- Oversees the evaluation of complex high-net-worth cases.
- Maintains data and key metrics to inform management decisions.
- Provides guidance to teams across financial planning and operations.
Requirements
- Bachelor’s degree is required; advanced degree is preferred.
- Minimum 7 years of progressive experience in process management, case management, and client-facing financial planning.
- Proven track record of managing and influencing without direct authority.
- CFP designation required or working towards CFP designation within 12 months.
- Preferred CPA and/or business planning experience.
- HNW planning experience required.
- Proficiency in NM field-focused software systems, including but not limited to FRM/CRM, PX, NIS, CCV.
Benefits
- Health insurance
- 401(k) matching
- Professional development opportunities
- Paid time off
- Remote work options
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