This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Head of Financial Planning/Investments - Program Manager in the United States.
This role offers a unique opportunity to lead and shape the investment services function for a growing national financial organization. The Head of Financial Planning/Investments will be responsible for developing and executing wealth management strategies, driving revenue growth, and delivering tailored financial solutions to members. This role combines strategic leadership, operational oversight, and client engagement, ensuring regulatory compliance and the highest quality of service. The position also involves mentoring and managing a high-performing sales team, collaborating across functions, and fostering strong relationships with strategic partners. The ideal candidate is a seasoned financial professional with proven sales leadership experience, a deep understanding of investment products, and the ability to balance business growth with exceptional client experiences. This is a remote position, offering flexibility and the chance to make a meaningful impact on a dedicated member base.
Accountabilities:
- Lead and execute the organization’s wealth management strategy, providing holistic financial plans and investment advice aligned with members’ goals.
- Drive growth by expanding the member base through tailored financial solutions and portfolio management.
- Serve as the primary liaison with broker-dealer partners, ensuring compliance and effective execution of contractual obligations.
- Oversee day-to-day operations of investment programs, including advisor support, vendor relationships, reporting, analytics, and performance monitoring.
- Develop, update, and maintain policies and procedures to ensure compliance with laws, regulations, and industry best practices.
- Identify and implement process improvements to enhance operational efficiency and member experience.
- Lead and mentor a national sales team, providing training, support, and accountability to achieve individual and team objectives.
Requirements
- Bachelor’s degree in Business, Finance, or a related field.
- CFP certification required; Series 7, 63, and 65 or 66 licenses required.
- Minimum of 10 years’ experience selling investment and insurance products.
- Proven experience in managing and developing high-performing teams.
- Strong strategic thinking, leadership, and interpersonal skills.
- Knowledge of regulatory requirements and ability to maintain compliance.
- Bondable and maintainable bondable status in accordance with credit union regulatory requirements.
- Excellent communication, analytical, and problem-solving abilities.
Benefits
- Remote work opportunity with flexible schedule.
- Competitive salary with potential performance-based incentives.
- Comprehensive health, dental, and vision coverage.
- Retirement savings plan with employer contributions.
· Paid time off and holidays.
- Professional development and career growth opportunities.
- Supportive and collaborative team environment focused on member impact.
Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.
When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.
The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role.
Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.
United States
