Strategic Planning Director jobs in Rochester, NH

Strategic Planning Director directs and oversees an organization's strategic and long-range goal planning function. Drives strategic initiatives and supports the development of long-term growth plans and profitability goals. Being a Strategic Planning Director analyzes emerging industry trends, expansion opportunities, including mergers and acquisitions, competitive threats, the viability of outside business partners, and sources of capital. Establishes and retains relationships with industry analysts and the investment community. Additionally, Strategic Planning Director utilizes data-driven methodologies to analyze business performance metrics and process improvement options effectively. Develops reporting and tools to communicate strategic plans and concepts to leadership. Conducts periodic status reviews of organizational goals and objectives to identify roadblocks to progress. Requires a bachelor's degree. Typically reports to top management. The Strategic Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Strategic Planning Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

F
Planning consultant
  • Fidelity TalentSource LLC
  • Portsmouth, NH FULL_TIME
  • Job Description :

    Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

    As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs.

    The u00A0 Expertise u00A0We re Looking For

    • FINRA Series 7 & 63 required prior to hire
    • Series 65 and / or 66 and insurance licenses within 90 days of hire
    • Minimum 2 years of financial services or relevant experience
    • Attainment of CFP u00AE Certification is highly encouraged

    The u00A0 Purpose u00A0of Your Role

    The Planning Consultant works alongside the Financial Consultant and / or Wealth Planner in a financial planning capacity.

    This role expands upon the planning capabilities available to engage Fidelity s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients.

    You will be in complete alignment with Fidelity s firm wide initiatives that will give you the opportunity to positively influence clients financial plans.

    You will see your impact on the business and have rewarding interactions with clients every single day!

    The u00A0 Skills u00A0You Bring

    • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
    • Ability to profile to understand planning needs and identify appropriate solutions
    • You have a vested interest in building relationships and being an advocate for clients
    • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
    • Comfort making outbound calls to further educate clients and uncover opportunities

    The u00A0 Value u00A0You Deliver

    • Conducting joint appointments with clients, focused on consultations through Fidelity s guidance offering
    • Educating and planning with clients to uncover opportunities that will lead to the client s success
    • Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
    • Building long-lasting, meaningful relationships with clients
    • Mentoring and supporting the success of your peers

    How Your Work u00A0 Impacts u00A0the Organization

    Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts.

    u00A0 This will lead you to uncover additional complex planning opportunities in which you ll partner with the Financial Consultant or Wealth Planner to develop further.

    This partnership will allow the team to further meet the needs of our clients!

    Certifications :

    Series 07 - FINRA, Series 63 - FINRA

    Company Overview

    Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future.

    We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

    Join Us

    At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.

    You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

    Glassdoor Employees Choice Award

    we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

    At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling u201C

    Dynamic Working

    u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.

    These requirements are subject to change.

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .

    Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

    detailed in this document

    and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).

    These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances : Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

    fidelitycareers.com

    Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

    To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

    accommodations@fmr.com

    or by calling

    800-835-5099

    prompt 2, option 3.

    Last updated : 2024-03-03

  • 23 Days Ago

F
Planning consultant
  • Fidelity Investments
  • Portsmouth, NH FULL_TIME
  • Job Description Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelit...
  • 23 Days Ago

F
Planning associate
  • Fidelity Investments
  • Portsmouth, NH FULL_TIME
  • Job Description : Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking tec...
  • 1 Month Ago

C
Planning supervisor
  • City of Dover, NH
  • Dover, NH FULL_TIME
  • The Planning Director is seeking a responsible individual to manage and perform routine and complex technical and professional work in the Planning Division. This includes current and / or long range ...
  • 1 Month Ago

J
Merchandiser
  • Jacent Strategic Merchandising
  • North Hampton, NH FULL_TIME
  • MerchandiserThe Merchandiser role consists of an individual who can improve the consumer buying experience by creating merchandising solutions in their assigned stores. The retail merchandiser's dutie...
  • 21 Days Ago

J
Merchandiser
  • Jacent Strategic Merchandising
  • Wells, ME FULL_TIME
  • MerchandiserThe Merchandiser role consists of an individual who can improve the consumer buying experience by creating merchandising solutions in their assigned stores. The retail merchandiser's dutie...
  • 10 Days Ago

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0 Strategic Planning Director jobs found in Rochester, NH area

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Associate Chief Nursing Officer - Relocation Assistance
  • Rochester Regional Health
  • Rochester, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

R
Associate Chief Nursing Officer - Unity Hospital
  • Rochester Regional Health
  • Rochester, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

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Associate Chief Nursing Officer - Rochester General Hospital
  • Rochester Regional Health
  • Rochester, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

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Associate Chief Nursing Officer - Relocation Assistance
  • Rochester Regional Health
  • Concord, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

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Associate Chief Nursing Officer - Unity Hospital
  • Rochester Regional Health
  • Concord, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

R
Associate Chief Nursing Officer - Rochester General Hospital
  • Rochester Regional Health
  • Concord, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

R
Associate Chief Nursing Officer - Relocation Assistance
  • Rochester Regional Health
  • Derry, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

C
24-030 Planning Division Supervisor
  • City of Dover, NH
  • Dover, NH
  • The Planning Director is seeking a responsible individual to manage and perform routine and complex technical and profes...
  • 3/28/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 45.8 square miles (118.6 km2), of which 45.4 square miles (117.6 km2) is land and 0.3 square miles (0.8 km2) is water, comprising 0.79% of the town. Rochester is drained by the Salmon Falls, Isinglass and Cochecho rivers. The highest point in Rochester is a southern extension of Nute Ridge, at 581 feet (177 m) above sea level, occupying the northern corner of the city. New Hampshire Route 16 (the Spaulding Turnpike) is a controlled-access highway that passes through the city, leading north towards Conway and south to Do...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Strategic Planning Director jobs
$236,146 to $306,963
Rochester, New Hampshire area prices
were up 1.4% from a year ago

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