Senior Director – Workplace Planning & Advice

About This Opportunity

We are representing a confidential retirement services organization in their search for a Senior Director - Workplace Planning & Advice. This is a strategic leadership role responsible for driving participant engagement, advice delivery, and asset retention across multiple consulting teams. The position oversees foundational education, core planning, and advanced participant advisory services while ensuring regulatory compliance and operational excellence.

Location: United States (Remote)

Responsibilities

• Lead strategy and execution across all workplace planning and advice teams through oversight of multiple senior managers
• Drive enterprise metrics including asset retention, managed account adoption, wealth referrals, and participant engagement
• Own lifecycle development strategy from onboarding through advanced planning and high-net-worth transitions
• Set consistent KPIs, advice quality standards, and coaching frameworks across all manager teams
• Act as principal leader for the workplace advice model, ensuring regulatory alignment and supervisory oversight
• Develop campaign strategies, performance management approaches, and technology integration plans in partnership with Product, Marketing, and Wealth teams
• Partner cross-functionally to reduce leakage, improve participant outcomes, and support strategic growth goals
• Represent workplace planning and advice in enterprise planning and leadership forums
• Drive cultural cohesion, diversity, and manager pipeline development across the organization
• Ensure consistent audit practices, licensing standards, and regulatory supervision through all leadership levels

What We're Looking For

Required Qualifications:

• Bachelor's degree
• FINRA Series 7, 24, and 66 licenses
• FINRA fingerprinting
• 7+ years of experience in retirement services, advice leadership, or participant strategy
• 3+ years leading multi-team, multi-function environments with direct accountability for people, performance, and revenue
• Proven experience in campaign management, advice platform integration, or advisory services development
• Strong analytical, executive communication, and people leadership skills
• Business owner mindset with accountability for financial outcomes and strategic delivery
• Track record building inclusive teams and coaching-driven environments
• Experience developing clear growth paths, succession plans, and development opportunities
• Understanding of planning depth, suitability supervision, and participant engagement
• Authorization to work for any employer in the U.S. (visa sponsorship not available, including CPT/OPT)

Preferred Qualifications:

• MBA or Master's degree
• CRPC or CFP certification
• Demonstrated success developing leadership pipelines and succession strategies within large financial services organizations
• Leadership experience within workplace retirement, wealth management, or financial planning
• Experience leading large, multi-level organizations through people managers
• Experience scaling or transforming financial advice delivery through technology and process optimization

How We Work With You

When you apply through Get A Job.ai, our talent team will review your qualifications and conduct an initial screening. If there's a strong match, we will submit your profile to our client for consideration. Throughout the process, we serve as your advocate and main point of contact. Please do not contact the client directly, as all communication should flow through our recruiting team to ensure the best experience for everyone involved.

Pay

The client has indicated a base salary range of $144,900 to $210,075 for this role. Non-sales positions have the opportunity to participate in a bonus program. Actual compensation will be determined based on geographic location, work experience, education, licensure requirements, and skill level.

Equal Employment Opportunity: Get A Job.ai is committed to inclusive hiring practices. We encourage applications from candidates of all backgrounds and work with clients who share our commitment to diversity and equal opportunity employment.