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Strategic Financial Planning Director Elevating Advisors

Job in New York, New York County, New York, 10261, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 130000 - 150000 USD Yearly USD 130000.00 150000.00 YEAR
Job Description & How to Apply Below
Location: New York

Oppenheimer & Co. Inc. seeks a Senior Director to join our Financial Planning team in the Asset Management Department. This role partners with financial professionals to deliver world-class goals-based planning and educates teams on Oppenheimer’s planning capabilities.

Reporting to the MD and Head of Financial Planning, the Senior Director may be based in NY or other major offices, traveling up to 25% annually to support client engagements and enable firm-wide adoption of planning tools.

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