Senior Director of Financial Planners

The company was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows the company to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.

Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.

Why the company? The Future of Financial Planning Leadership

The Senior Director of Planners role at the company is a high-impact, "leader of leaders" role designed for someone who is passionate about redefining the human impact of financial advice. We have moved past the traditional silos of wealth management to build a workforce that turns financial data into life-changing guidance. In this role, you aren’t just managing a department; you are leading a community of growth-seekers empowered by technology to do what only humans can: connect, coach, and catalyze real life change. By upleveling our leadership layer, you will empower every planner on the team to execute our Evolved Planner playbook with elite quality, deep consistency, and true human impact at scale.

What Makes This Role Different?

• Scale Life Change, Not Products: Your primary mission is to ensure every member receives objective, life-changing advice. You are the leader of a model that prioritizes "service with soul," empowering our planners to understand a member's unique psychology and money stories to drive real behavior change.

• Focus on the Member, Not the Paperwork: We’ve built a proprietary, tech-enabled ecosystem to take the administrative burden off our planners' plates. As a leader, you ensure this synergy allows our team to move beyond transactional tasks and step into elevated roles as inspiring guides and thought partners.

• Leadership of Technology-Fluent Professionals: You will lead the organization through the transition from tech proficiency to AI fluency. You focus your energy on coaching our teams to work hand-in-hand with our systems, unlocking the human "superpower" of empathy and connection that technology cannot replicate.

• Join a Movement: We operate with a "One the company" mentality—a flat, non-hierarchical structure that eliminates silos. You aren’t just managing a department; you’re leading a community of growth-seekers redefining an underserved industry and saving the world for families.

Your Impact & Responsibilities

• Strategic Leadership & Capacity Management: Manage and scale the Planning Leadership Team, coaching them to be world-class developers of talent who master the human elements of advice. You will oversee the strategic health and capacity of the entire organization, ensuring we balance workforce demand with an elite member experience to drive sustainable growth.

• Deputy to the VP of Planning & Member Experience: Serve as the VP’s operational proxy, leading the management layer independently and making high-stakes tactical decisions.

• Driving Scale & Performance:. Own the delivery of core metrics – pod NPS, planner capacity, and member action on advice –  across a large, scaling workforce, ensuring high volume never dilutes quality.

• Champion of Human / Technology Synergy: Lead the organization through the adoption of new technology, ensuring planners retool their skills to act as connectors to our team of experts and products.

• Metric Consistency: Drive functional alignment to ensure all members have a high quality experience at every touchpoint.

• Strategic Communication: Translate complex business strategies into an inspiring "why" that drives organizational action and talent growth.

Who You Are

• A Leader of Leaders: You have deep experience coaching other managers to be better leaders. You know how to build a high-performing leadership bench that takes true ownership of their results.

• A Proven Scale Driver: You have explicitly done this before. You have successfully led a large team (50+) through a major structural and/or operational evolution while maintaining peak team performance and high morale.

• An Emotional Architect: You possess elite skills in coaching and can help planners navigate the human elements that technology cannot replicate.

• A Tech Champion & AI Fluent: You fully embrace AI-driven tools to enhance efficiency and can guide a large workforce through the transition to tech-integrated planning.

• Adaptable, Organized & Innovative: You are highly process-oriented but flexible enough to navigate rapid changes. You know how to build the structured frameworks and feedback loops needed to turn complex, high-level business transitions into smooth, organized daily operations.

• A Trusted Leader through Change: You possess high empathy and excellent communication skills. You understand that change is hard for people, and know how to build deep trust, handle pushback, and bring hesitant teams along with you.

• An Unshakeable Cultural Anchor: You bring contagious high energy, optimism, and relentless positivity to the team. You are a highly resilient leader who thrives under pressure and serves as a stabilizing force that keeps the team focused, motivated, and execution-oriented during rapid growth.

Requirements

• CFP® Designation (Required).

• 12+ years of experience in financial planning or related services; direct experience as a financial planner required.

• 5+ years of "manager of managers" experience

• Exceptional strategic thinking, communication, emotional intelligence,  and complex problem solving skills

• Proven track record of leading large organizations (50+) through rapid growth and change.

• FinTech experience is a plus, but not a requirement.

• Deep expertise and/or experience in specialized advice (e.g. tax, estate planning, insurance) is a plus, but not a requirement.

Benefits

• $200,000 - $250,000 base salary + bonus: Determined by experience, knowledge, and skills.

• Equity (ISO): It is important to us that all employees are shareholders in our mission.

• Flexible PTO

• Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short/long-term disability (paid by the company), life insurance, and paid parental leave.

• Certification and wellness reimbursement programs

• Work from anywhere in the US

*the company was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking.  The company has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by the company in connection with America's Top Financial Advisory Firms 2025." As of February 25, 2026; the company has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. The company’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and the company has not made any payments in offer or receipt of any reviews.