Modera Wealth Management is hiring a Financial Planning Manager

Modera Wealth Management is hiring a Financial Planning Manager to support the implementation, maintenance, and ongoing improvement of our firm-wide financial planning function. You will work closely with the Director of Financial Planning to execute strategic initiatives and ensure high-quality, consistent planning delivery for our advisors and clients.

What You'll Do

• Work closely with the Director of Financial Planning to execute strategic initiatives, complete research projects, and manage feedback loops.
• Implement firm-wide financial planning workflows, templates, and processes.
• Coordinate the rollout of new planning deliverables and tool features.
• Support planning pilots and advisor testing groups; collect and organize feedback.
• Work closely with the planning platform administrator to drive usage of financial planning tools like eMoney, Holistiplan, and SSAnalyzer.
• Provide research and rationale for firm-level planning assumptions, settings, and integrations.
• Manage the 'Voice of the Advisor' feedback loop through surveys, interviews, and other methods.
• Assist in drafting and publishing the Planning Roadmap and monthly updates.
• Schedule and help facilitate Planning Advisory Panel and pilot group meetings.

What We're Looking For

• Bachelor’s Degree.
• CFP® certification.
• Minimum 5-7 years of experience in a wealth management or financial services field.
• Minimum 3-5 years of direct financial planning experience.
• Proven analytical and problem-solving skills.
• Working knowledge of planning strategies and solutions.
• High proficiency in financial planning software and computer software, including the Microsoft Office Suite.
• Excellent written and verbal communication skills.
• Demonstrated ability to actively engage as a team member.
• Adaptability and flexibility.
• A client-first attitude.

Technical Stack

• eMoney
• Holistiplan
• SSAnalyzer
• Microsoft Office Suite

Team & Environment

You will report to the Director of Financial Planning and work closely with this leader to execute on strategic goals and enhance the planning function across the firm.

Benefits & Compensation

• Competitive base salary range: $95,000-$138,000.
• Performance-based bonus.
• Safe Harbor 401(k) plan.
• Medical, Dental, Vision, and more.
• Generous PTO and leave policies.
• Opportunities for professional growth and continuing education.

Work Mode

This is a hybrid role with partial remote work. Our offices are located in Boston, MA; Westwood, NJ; New York, NY; McClain, VA; Annapolis, MD; Charlotte, NC; Atlanta, GA; and Wayne, NJ.

Modera Wealth Management, LLC is an equal opportunity employer. We prohibit discrimination and harassment based on race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity, or any other protected characteristic.