Financial Planning and Analysis

• Primary planning resource for 1-2 in-scope markets, supporting broadcast messaging and plan creation/delivery for target client segment
• Partner with FPDs to support planning mandate in assigned region
• Collaborate with key stakeholders to enhance visibility and establish pipeline of commercial opportunities
• Maintain connectivity with respective market and regional sales/leadership teams
• Strategic engagement with assigned Focus FAs
• Execute coordinated tactical outreach to in-scope markets FAs

Associate Planning Director – Financial Planning Engagement Desk

Financial Solutions Advisor – Registration Candidate