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Wealth Management

Director, Strategic Planning & Investment Ops

Job in Auburn, King County, Washington, 98002, USA
Listing for: Thrivent
Full Time position
Listed on 2025-12-08
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 85000 - 130000 USD Yearly USD 85000.00 130000.00 YEAR
Job Description & How to Apply Below
A leading financial services organization in Auburn, WA is seeking a Director of Dedicated Planning & Investment Operations to oversee the planning department and manage team members. Candidates should have strong organizational skills, experience in financial planning, and relevant certifications. The role includes preparing financial plans, managing client interactions, and research related to investment strategies. Competitive compensation range of $85,000 to $130,000 plus bonuses.
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