Advice & Planning Strategic Consultant III

Formulate and execute a strategic Advice & Planning model to enhance teammate capabilities and client engagement. Drive innovation in advice delivery, coach leaders, and ensure operational excellence for scalable, high-impact client solutions.

• Lead Advice & Planning strategy and execution initiatives
• Provide thought leadership and innovation in advice delivery
• Coach Wealth leaders and teammates on advisory processes
• Drive business operations and process excellence
• Design and manage advice and planning metrics and reporting
• Collaborate with business leaders across the organization