Wealth Director, Financial Planning and Client Experience

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Wealth Management team and you will help clients maximize their opportunities.  Aprio is a progressive, fast-growing firm looking for a Director to join their dynamic team.
Aprio Wealth Management is a fast-growing Registered Investment Advisor (RIA) with a bold vision to scale significantly over the next five years. As we expand through organic growth and strategic M&A, we are seeking a visionary Director of Financial Planning and Client Experience to lead our financial planning team and elevate the client journey.
Reporting to the Chief Operating Officer, this role will be responsible for building a best-in-class planning function that supports our wealth managers, enhances the client experience, and drives scalable growth. The ideal candidate is a strategic thinker and experienced leader with deep expertise in financial planning, training and development, and technology-driven process improvement.
If you are passionate about delivering exceptional client outcomes, building high-performing teams, and shaping the future of financial planning, we want to hear from you.

Position Responsibilities:

• Financial Planning Leadership:
• Lead and mentor the financial planning team to deliver consistent, high-quality support to wealth managers and clients.
• Foster a culture of collaboration, innovation, and continuous learning within the planning team.
• Client Experience Strategy
• Drive a consistent, effective, and scalable client experience by aligning planning support with the broader client journey.
• Collaborate with key leaders across the firm to ensure seamless integration of planning into the overall wealth management process.
• Training and Development:
• Design and implement learning content and training programs for planners and wealth managers on core and advanced financial planning topics.
• Develop onboarding and continuing education programs to support advisor and planner development, especially in the context of M&A integrations.
• Subject Matter Expertise:
• Build and lead a team of financial planning subject matter experts (SMEs) to support complex client needs across the firm.
• Serve as a resource for advisors and planners on nuanced planning strategies and technical topics.
• Technology and Automation:
• Leverage planning software tools (e.g., eMoney) to drive automation, efficiency, and scalability in planning workflows.
• Evaluate and implement technology solutions that enhance the planning process and client experience.
• M&A Integration:
• Support M&A efforts by developing and executing training and onboarding programs for newly acquired advisors and planners.
• Ensure planning standards and processes are adopted consistently across acquired teams.
• Planning Standardization:
• Lead the development of Aprio’s financial planning philosophy, including standardized assumptions, models, and workflows.
• Maintain and evolve the firm’s planning software configuration to reflect best practices and regulatory changes.
• Key Competencies:
• Strategic Leadership: Ability to lead cross-functional initiatives and align planning with firm-wide goals.
• Client-Centric Mindset: Deep commitment to delivering exceptional client outcomes through planning excellence.
• Training and Coaching: Skilled in developing and delivering impactful training programs for diverse audiences.
• Technology-Driven: Proficient in financial planning software (e.g., eMoney) and experienced in leveraging technology for scale.
• Process-Oriented: Strong focus on standardization, automation, and continuous improvement.
• Collaborative: Effective at working across departments to enhance the client journey and support firm growth.

Qualifications:

• Education and Experience:
• Minimum 10 years of experience in financial planning or wealth management, with at least 5 years in a leadership role.
• Proven success in building and managing planning teams in a high-growth environment.
• Experience with financial planning software (e.g., eMoney) and CRM systems.
• Strong background in training, development, and process improvement.
• Bachel