Planning Director directs and oversees the patient service planning function for a hospital or healthcare system. Performs analysis of trends in healthcare and makes recommendations for new services or changes in existing services. Being a Planning Director supports feasibility analysis and new program planning. Requires a bachelor's degree. Additionally, Planning Director typically reports to top management. The Planning Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Planning Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
ROLE PROFILE:
The Director of Planning role will be responsible for defining and executing planning strategies related to the financial planning services we provide for our clients. In collaboration with our Leadership team, Advisors, and other team members, this individual will own and have a deep understanding of Financial Planning services as well as lead the Investment and Planning Associate team members responsible for the following: building and updating comprehensive financial plans, preparing for client presentations, executing on new client onboarding, and opportunity management. The Director of Planning role will be required to proactively seek to maximize value for clients, including but not limited to reviewing market trends, regulatory environment, and the latest technology available in order to provide innovation and thought leadership to the planning committee, Advisors, and MJWM leadership. The Director of Planning and Associates do not have direct client relationship management responsibilities but instead, works closely with the Advisors to understand client inputs to the plan and the recommendations of the Advisor in order to design, construct, & implement the plans.
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Job Type: Full-time
Pay: $125,000.00 - $175,000.00 per year
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Work Location: In person
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