The Wealth Director leads the financial planning team, enhances client experiences, drives scalable growth, and implements training programs and technology solutions for improved planning workflows.
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Director to join their dynamic team.
Aprio Wealth Management is a fast-growing Registered Investment Advisor (RIA) with a bold vision to scale significantly over the next five years. As we expand through organic growth and strategic M&A, we are seeking a visionary Director of Financial Planning and Client Experience to lead our financial planning team and elevate the client journey.
Reporting to the Chief Operating Officer, this role will be responsible for building a best-in-class planning function that supports our wealth managers, enhances the client experience, and drives scalable growth. The ideal candidate is a strategic thinker and experienced leader with deep expertise in financial planning, training and development, and technology-driven process improvement.
If you are passionate about delivering exceptional client outcomes, building high-performing teams, and shaping the future of financial planning, we want to hear from you.
Position Responsibilities:
- Financial Planning Leadership:
- Lead and mentor the financial planning team to deliver consistent, high-quality support to wealth managers and clients.
- Foster a culture of collaboration, innovation, and continuous learning within the planning team.
- Client Experience Strategy
- Drive a consistent, effective, and scalable client experience by aligning planning support with the broader client journey.
- Collaborate with key leaders across the firm to ensure seamless integration of planning into the overall wealth management process.
- Training and Development:
- Design and implement learning content and training programs for planners and wealth managers on core and advanced financial planning topics.
- Develop onboarding and continuing education programs to support advisor and planner development, especially in the context of M&A integrations.
- Subject Matter Expertise:
- Build and lead a team of financial planning subject matter experts (SMEs) to support complex client needs across the firm.
- Serve as a resource for advisors and planners on nuanced planning strategies and technical topics.
- Technology and Automation:
- Leverage planning software tools (e.g., eMoney) to drive automation, efficiency, and scalability in planning workflows.
- Evaluate and implement technology solutions that enhance the planning process and client experience.
- M&A Integration:
- Support M&A efforts by developing and executing training and onboarding programs for newly acquired advisors and planners.
- Ensure planning standards and processes are adopted consistently across acquired teams.
- Planning Standardization:
- Lead the development of Aprio’s financial planning philosophy, including standardized assumptions, models, and workflows.
- Maintain and evolve the firm’s planning software configuration to reflect best practices and regulatory changes.
- Key Competencies:
- Strategic Leadership: Ability to lead cross-functional initiatives and align planning with firm-wide goals.
- Client-Centric Mindset: Deep commitment to delivering exceptional client outcomes through planning excellence.
- Training and Coaching: Skilled in developing and delivering impactful training programs for diverse audiences.
- Technology-Driven: Proficient in financial planning software (e.g., eMoney) and experienced in leveraging technology for scale.
- Process-Oriented: Strong focus on standardization, automation, and continuous improvement.
- Collaborative: Effective at working across departments to enhance the client journey and support firm growth.
Qualifications:
- Education and Experience:
- Minimum 10 years of experience in financial planning or wealth management, with at least 5 years in a leadership role.
- Proven success in building and managing planning teams in a high-growth environment.
- Experience with financial planning software (e.g., eMoney) and CRM systems.
- Strong background in training, development, and process improvement.
- Bachelor’s degree required; CFP® designation strongly preferred.
- Cultural Fit:
- Passionate about financial planning and client service.
- Thrives in a fast-paced, entrepreneurial environment.
- Results-driven, detail-oriented, and committed to excellence.
- Aligned with Aprio’s mission to deliver an elite client experience.
The application window is anticipated to close on August 1, 2025 and may be extended as needed.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Top Skills
Emoney
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