Our client is a rapidly growing RIA. They are seeking an exceptional leader to scale their Financial Planning organization while preserving the human connection that drives outstanding client outcomes.

The Vice President, Financial Planning will lead a team of Directors, Managers, Team Leads, and Financial Planners, overseeing an organization of up to 100+ professionals. This leader will be responsible for organizational performance, planning excellence, leadership development, operating scale, planning philosophy, and the continued evolution of the firm's planning experience.

This role requires a builder's mindset, strong operational discipline, and a passion for developing leaders, improving client outcomes, and leveraging technology and AI to enhance how planning is delivered. This position reports to the President and COO.

What You'll Do

• Lead and scale a multi-level planning organization of up to 100+ professionals.
• Develop and coach Directors and Managers to build a strong leadership bench and high-performing teams.
• Drive planner capacity, advice quality, client satisfaction, and operational excellence.
• Build and implement scalable playbooks, coaching frameworks, workforce models, and service standards.
• Establish performance metrics and accountability practices that improve productivity, consistency, and client outcomes.
• Serve as the senior Financial Planning partner to Product, helping shape planning tools, workflows, advisor experience, and technology investments.
• Lead the evolution of the firm's planning philosophy, methodologies, and advice standards to ensure a consistent, client-centered planning experience.
• Translate planner and client insights into enhancements to the planning experience and product roadmap.
• Partner across Product, Operations, Technology, Wealth Management, and other business functions to improve planning delivery and organizational effectiveness.
• Champion innovation, automation, and AI-enabled solutions that increase advisor effectiveness and reduce operational friction.
• Help shape and preserve the firm's culture as the organization continues to grow.

What We're Looking For

• CFP® certification required.
• 12+ years of leadership experience in wealth management, financial planning, advisory services, or financial services.
• Proven success leading leaders, including Directors and Managers.
• Experience managing organizations of 70+ planners through multiple levels of leadership, with responsibility for teams of up to 100+ employees.
• Demonstrated success building and scaling operating models, coaching frameworks, workforce structures, and service delivery standards.
• Experience influencing planning philosophy, advice methodology, advisor experience, or product development initiatives.
• Strong business acumen and a track record of improving capacity, quality, client satisfaction, and team performance.
• Exceptional communication, influence, and change leadership skills.
• Experience leveraging technology, automation, and AI to improve organizational performance and advisor effectiveness.

What Great Looks Like

The ideal candidate is a CFP®-credentialed leader who has successfully scaled a planning organization through a layer of 5-10+ leaders overseeing 70+ planners.

They are a builder, not simply an operator. They have created playbooks, coaching models, service frameworks, and operating structures that drive both consistency and performance at scale.

They know how to improve planner effectiveness and client outcomes by developing leaders, establishing clear standards, and building systems that support sustainable growth.

They are a trusted partner to Product and executive leadership, helping define planning philosophy, influence planning technology investments, and shape the future of the client advice experience.

They bring a strong combination of strategic thinking, operational rigor, and people leadership, leveraging technology and AI while maintaining the empathy and trust that define exceptional financial planning.

Leadership Attributes

• Proven ability to lead large organizations through multiple levels of management.
• Strong builder mindset with experience creating scalable structures, frameworks, and operating models.
• Strategic thinker with the ability to connect planning philosophy, client experience, product innovation, and business outcomes.
• Data-driven operator focused on outcomes, accountability, and continuous improvement.
• High emotional intelligence and a demonstrated ability to develop leaders and inspire teams.
• Strong cross-functional partner who can effectively represent the voice of Financial Planning across the organization.
• Innovative and forward-thinking, with a passion for applying technology and AI to improve outcomes.
• Thrives in fast-paced, growth-oriented environments where culture and performance are equally valued.

Why This Role Matters

This is an opportunity to lead one of the industry's most innovative planning organizations and help shape the future of financial advice. The Vice President will play a critical role in defining how planning is delivered at the firm by developing leaders, scaling operations, advancing planning philosophy, and enhancing the advisor and client experience through innovation and technology.

Great planning starts with great people. This role will ensure both continue to scale together.

Base salary ($300k-$325k) plus bonus (30% of base) and full benefits and equity.