Senior Director, Financial Planning & Client Strategy

A leading financial services firm is seeking a Senior Director for Financial Planning. This role involves engaging with financial professionals to develop business opportunities and educate them on best practices. Candidates should have a minimum of 7 years in financial services, a relevant bachelor’s degree, and exceptional presentation skills. The position offers competitive compensation with the opportunity for travel and additional bonuses.
We are seeking a motivated Senior Director, Financial Planning & Client Strategy to join Oppenheimer & Co. Inc. in United States. Learn more about the Senior Director, Financial Planning & Client Strategy role in the description above. We appreciate your interest in this position. Join Oppenheimer & Co. Inc. and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you.