Director of Planning Operations – Voyage Financial Advisors
Core
Director of Planning Operations providing hands-on financial planning, analysis, and implementation support to financial advisors serving clients in Wisconsin, Michigan, and Minnesota.
Role type
Senior IC financial planning operations director
Builds
Comprehensive financial plans, implementation steps, meeting guides, and operational workflows for financial advisors
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial planning, process management, data accuracy, CRM proficiency, meeting preparation, regulatory compliance, leadership, analytical thinking
Preferred skills
CFP designation, Series 7/66 or 7/63/65 licenses, state Life/Health/Annuities registration, Microsoft Co-Pilot/AI tool integration
Technologies
Microsoft Office, CRM systems, Microsoft Co-Pilot
Responsibilities
Prepare financial analysis and develop financial plans, lead and coach financial planning team members, oversee preparation and delivery of comprehensive financial plans, create implementation steps for advisors, partner with advisors on client planning strategy and meeting preparation, control processes for RMDs and death claims, ensure accuracy of client data in planning systems, improve planning workflows, directly prepare 20-40 client appointments per week, serve as senior resource on complex cases
Seniority
Senior, hands-on IC with leadership responsibilities