Strategic Planning Manager manages the analytical and research activities supporting an organization's strategic, short-term, and long-range goal planning function. Oversees data collection and conducts organizational reviews to identify the business's strengths and weaknesses and evaluate operational effectiveness. Being a Strategic Planning Manager leads the research of emerging trends, expansion opportunities, competitive threats, and the viability of outside business partners. Develops recommendations for internal business process improvement. Additionally, Strategic Planning Manager designs and executes methods to track and measure organizational performance data to use for planning. Requires a bachelor's degree. Typically reports to a director. The Strategic Planning Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Strategic Planning Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
GENERAL SUMMARY:
HFG Trust is looking for professionals that are passionate about helping people achieve their life goals working for the premier fiduciary financial services company in Eastern Washington. As a wealth planner you will be integral in providing Entry to Exit financial support to our clients. More specifically, you are responsible for working with the HFG advisory team to perform a wide range of planning and analytical duties for both existing and prospective clients. The Wealth Planner also provides support to the Service Consultants and Portfolio Managers by organizing the tasks and workflow to responsible individuals.
HFG Trust is a locally owned and State Chartered Trust Company with four primary revenue centers. The first service is Wealth Management, which has been a staple of the companys offering for over 30 years. The second is Trust Services, which was introduced in 2016. Rounding out the services is Business (e.g. 401ks) and Family Office. Our target clients are high net worth and plan oriented individuals, medium to large businesses, non-profits and qualified plans that are looking for competent and independent investment advice to achieve their financial objectives. We are a strictly Fiduciary standard practice looking for credentialed professionals who are passionate about delivering innovative solutions to help clients enhance and preserve wealth.
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