Wealth Director

Summary

Join Aprio's Wealth Management team as a Director of Financial Planning and Client Experience, leading the financial planning team and enhancing client experience. Reporting to the COO, you will build a best-in-class planning function, supporting wealth managers and driving 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. You will be responsible for leading and mentoring the financial planning team, driving a consistent client experience, designing training programs, and leveraging technology for efficiency. This role requires a minimum of 10 years of experience in financial planning or wealth management, with at least 5 years in a leadership role, a bachelor's degree, and a CFP® designation is strongly preferred. Aprio offers competitive compensation, industry-leading benefits, and a flexible work environment.

Requirements

• 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
• 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

Responsibilities

• 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
• 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
• 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
• 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
• 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
• 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
• 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

Benefits

• 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