Team Lead, Centralized Planning

Description

About Blue Trust

For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states.

Position Overview: The Team Lead, Centralized Planning supports the day-to-day execution and operational excellence of Blue Trust’s Centralized Planning service. Reporting to the Manager, Centralized Planning, this role focuses on ensuring the quality, consistency, and effectiveness of financial planning deliverables produced by the centralized team, including the delivery of comprehensive, biblically-aligned financial planning services in the National Office.

This position will work alongside Paraplanners to create and deliver financial plans but will also play a key role in quality control, training, and professional development for paraplanners and associate advisors, helping implement the established vision, standards, and planning philosophy of the centralized planning function. As the Centralized Planning team grows, this role is anticipated to assume increasing leadership responsibility, including direct management and development of paraplanners.

This position is a part of a centralized service center located in the Blue Trust National Office in Alpharetta, GA. 

Principal Accountabilities:

1. Quality Control & Planning Execution  

• Ensures the accuracy, consistency, and quality of financial planning deliverables produced by the centralized planning team, reviewing paraplanner work for technical soundness, adherence to firm standards, and readiness for advisor and client use.  
• Provides timely, constructive feedback to paraplanners to correct errors, reinforce best practices, and drive continuous improvement. 
• Applies and reinforces Blue Trust’s financial planning philosophy and biblical principles across all planning work.

2. Training, Coaching & Development  

• Plays a primary role in training and ongoing development of paraplanners, including onboarding, skill development, workflow expectations, and planning standards.
• Supports the development of associate advisors participating in the Advisor Accelerator program through coaching, instruction, and evaluation aligned with established program curriculum and expectations.
• Partners with the Manager, Centralized Planning to implement training resources, tools, and development pathways; provides input on training needs based on observed performance.

3. Workflow Support & Team Leadership  

• Supports day-to-day workflow within the centralized planning team, helping prioritize work, allocate planning tasks, and maintain service level expectations.  
• Models a servant-leadership approach that reflects Blue Trust’s Management Language, core values, and commitment to a healthy, collaborative team culture.
• Leads through influence, coaching, and example rather than positional authority, while preparing to assume expanded leadership responsibility over time.

4. Cross-Functional Support

• Collaborates with advisors and planners to support planning engagements and ensure smooth handoffs of planning deliverables.
• Serves as a technical resource for planning questions and escalations, partnering with the Manager, Centralized Planning on complex or nonstandard cases.

5. Compliance & Standards Adherence

• Ensures planning deliverables comply with internal policies, regulatory requirements, professional standards, and firm-approved financial planning tools and processes.
• Maintains high ethical and fiduciary standards consistent with Blue Trust’s values and commitment to integrity.

6. Team Leadership - Sincerely values people and applies the principles embodied in the Company’s Management Language and core values to lead their team in a manner that respects and values each individual rather than a top-down, authoritative leadership style.

• Intentionally supports team to bring about professional and personal growth providing direction and accountability through the process.
• Supports hiring initiatives in a manner that considers firm-wide growth plans and proactively develops Financial Planners in a manner that considers these plans and ensures the readiness of future Advisors. 
• Understands and uses sound HR procedures and processes to support