Director of Financial Planning & Client Management

Newfound Associates is a Massachusetts based executive search firm that specializes in Wealth Management recruitment.  We are conducting a search for a Director of Financial Planning & Client Management for a well-established, South Coast MA based RIA in the $500MM – $750MM range.  This RIA offers a fee only, holistic planning approach and works with average clients in the range of $2MM+.

The Director of Planning will be actively involved with clients regarding quarterly plan reviews and new plan preparation.  The individual should have solid experience with planning software (eMoney or MoneyGuidePro preferred).  This is a solutions focused position and areas of responsibility will include retirement planning, education planning, tax/estate planning, cash flow/budgeting, strategies related to diversification of stock concentrations, and charitable giving/gifting strategies.  Familiarity with various trust agreement/structures would also be beneficial.

The ideal candidate will have a CFP, 8 to 20 years of relevant work experience and a Bachelor’s Degree from an accredited institution.  The individual must be a good communicator, a solid multi-tasker, well organized, detail oriented and proficient in technology.  This role will include administrative support.  Our client offers a very competitive salary, excellent benefits and profit sharing.

For more information, please contact Natalie Velasquez, Recruiting Associate at Newfound Associates. She can be reached at 401-305-7116 or nvelasquez@newfoundassociates.com.

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