Head of Financial Planning

A registered investment advisory (RIA) firm with approximately $5 billion in assets under management is seeking a senior financial planning professional to lead and develop its paraplanning team while overseeing complex financial plans for high-net-worth and ultra-high-net-worth clients. This is a hands-on leadership role combining team management, technical planning expertise, and process improvement. The individual will mentor and develop junior planners, establish consistent planning standards and quality controls, manage team workflows, and serve as a technical resource for advisors handling sophisticated client situations. Planning responsibilities include retirement income, tax optimization, Roth conversions, equity compensation, business owners, and estate planning coordination. The role will also focus on improving planning processes through technology, automation, and AI, while partnering with senior leadership and cross-functional teams to ensure consistent, high-quality client service across multiple offices.