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)
We are an independent Wealth Management firm located in Southern NH seeking a high quality, energetic individual to work directly with our financial planning team serving a group of successful financial planners. This is an excellent opportunity for growth in the financial services industry.
Job Overview:
We are seeking a financial planning associate to join our firm. The ideal candidate would have financial services experience, and preferably hold Series 7 and 66 securities licenses. However, we would also be willing to assist in obtaining these licenses for the right person. Such an individual will desire working in a team-oriented independent RIA firm; will have involvement in all aspects of the business, learning and shaping the way we resource our advisors. Candidates that fit into our firm and culture will embrace technology, and enjoy a collaborative environment.
Responsibilities:
Desired Skills:
Perks:
If you are interested in joining our firm, please respond with your resume and a cover letter that addresses how your experience relates to the job duties and responsibilities of this particular position. Please include your salary level desired as well.
Job Types: Full-time, Part-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
Schedule:
Work Location: In person
Clear All
0 Strategic Planning Manager jobs found in Manchester, NH area