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Financial Manager

Financial Planning Strategy Lead

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Truist
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Financial Manager
  • Management
    Financial Manager
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in North Carolina is seeking a Financial Planning Strategy Leader. This role involves defining the financial planning strategy, leading a team of Financial Planning Consultants, and collaborating with various teams to deliver effective solutions. Ideal candidates have extensive experience in financial planning and excellent communication skills. The position offers diverse responsibilities, including strategy development and team management, making it a key role in steering the company's financial initiatives.
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