Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Being a Financial Planning and Analysis Director reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions. Requires a bachelor's degree. Additionally, Financial Planning and Analysis Director typically reports to top management or CFO. The Financial Planning and Analysis Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Summary/objective
The Director of Private Client Services oversees the private client services team and provides administrative support to one or more Financial Advisors or Partners of the firm. Responsibilities include opening new accounts, creating households in the CRM, cashiering, ACH transfers, assisting clients, researching client problems, maintaining account records, and preparing client communication. Additional duties include scheduling client meetings, maintaining outlook calendars, and assisting with travel schedules.
An essential function of the role will be to provide leadership to the Client Service team.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Performs all aspects of the Senior Client Associate role plus:
Competencies
Supervisory Responsibility
This position has supervisory responsibilities.
Work Environment
This job operates in a professional office setting. This position uses common office apparatus such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here represent those that are required by an employee to successfully perform the essential job functions.
This job requires the employee to regularly talk and hear. Additionally, the employee is often required to stand; walk; use wrists, hands, and fingers to type, handle or feel; and reach with hands and arms. From time to time, light lifting may be required for routine office tasks such as client mailings, refilling copiers, etc.
Position Type/ Expected Hours of Work
This is a full-time position where the employee is expected to be in the office Monday through Friday from 8:30a.m. to 5:00p.m.
Travel
Travel is not predicted for this job.
Community and Volunteer Activities
The GYL team routinely supports a number of charitable organizations and activities. It is strongly encouraged that the Director of Private Client Services is willing to occasionally, as their schedule permits, participate in activities with other team members.
Additional Eligibility Qualifications
Required Education and Experience
Other Duties
Please note this job description is not a comprehensive listing of day-to-day activities, responsibilities, or tasks that are required of the employee for this job. Day-to-day tasks, responsibilities, and activities may change at any time with or without notice.
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