This Director role leads all financial planning and practice development activities within Private Wealth Management, overseeing a team of professionals and partnering with advisors and practice teams to drive growth and efficiency.
Responsibilities include setting strategic direction, managing budgets and KPIs, supporting practice growth, integrating technology, and ensuring high-quality client advice and experience.
The role involves regular collaboration with leadership, oversight of practice performance, talent development, and implementing initiatives to enhance client retention and engagement.
Requirements include a bachelor’s degree, 10+ years in financial services, 3+ years of leadership, CFP or advanced designation, and Series 65 eligibility. Strong communication, analytical, and technical skills are essential.
The position is office-centric in Kansas City, with compensation ranging from $124,690 to $268,200, plus comprehensive benefits. It offers opportunities for growth, impact, and contributing to a client-focused culture.