Regional Wealth Planning Manager - (US-NY-New York)

Regional Wealth Planning Manager - (US-NY-New York)

Compensation: $180K - $250K / Year
Minimum Education: Tech School
Job Type: Full Time

A player/coach role with the technical and client skills of an experienced Senior Wealth Planner , the ability to lead, coach and develop team members and the ability to partner internally and externally to drive planning activity and the overall business. 

Responsible for driving the Wealth Planning model across all client segments in the geographic region. Serves and delivers planning services to the most complex, visible and top revenue generating clients. Serves as an advocate for and understands all planning services across client segments including affluent, HNW, and UHNW. In addition, this position serves as a role model for Planning personnel. 

Partners with Senior leaders across the market to drive additional Private Bank business. Oversees the Wealth Planning team in a geographic region on a day to day basis. Responsible for balancing workflow assignments, managing planning engagements, and coaching. Acts as liaison to Senior Director Planning and team members assisting in day-to-day oversight of planning process as well as human resource issues. Responsible for implementation of best practices and consistency of the planning process. Delivers planning engagements to HNW clients within The Private Bank. Supervises the preparation of analyses and work product, and deliver the work product in partnership with the relationship management team. Works with the RM to document and close business opportunities identified in the planning process. Partners with RD and other regional leaders as well as SDP to drive overall business for TPB. Meets with Centers of Influence to develop and expand client relationships. 

Minimum Qualifications 
10+ years in Financial Planning, Tax or Trust and Estate Planning experience, working with High Net Worth Clients. 

Preferred Skills 

Advanced degree or professional designations pertinent to a Senior Level Financial Planning position: MBA, JD, CTFA, LLM in taxation, CFP preferred. 

Previous direct sales experience. 

Previous leadership/management experience. 

Financial Planning experience within the Northeast region preferred 


Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume. 

NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES. 

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