Market Leader Financial Planning
Core
Provides financial and investment planning and advice to deliver solutions in the best interests of the customer, determining client needs and providing solutions through the sales of managed products and services.
Role type
Senior IC Financial Planner / Market Leader
Builds
Managed products and services (e.g., mutual funds, retirement savings plans) and integrated business development strategies
Domain
Retail Banking / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial planning, business development, regulatory compliance, needs-based assessment, strategic advice, performance management, change management, risk management
Preferred skills
Expert business development track record, subject matter expertise in regulations and policies, creative problem solving for complex situations
Technologies
Guidance tools, Risk Management Framework
Responsibilities
Develop internal and external networks to grow business, oversee implementation of business development strategies, engage customers to grow business and build relationships, support achievement of sales and performance targets, make recommendations to senior leaders on strategy, act as a subject matter expert for stakeholders, execute change management plans, introduce clients to investment strategies and set financial goals, maintain current knowledge of investment products and trends, protect the bank's assets and comply with regulatory requirements
Seniority
Senior, hands-on IC with leadership responsibilities
