Director of Financial Planning

Lambertville, New Jersey, United States · Product

Description

Company Introduction

RobustWealth is a fast paced wealth management company that is changing the way investment advisors, banks, and enterprises are doing business. Our platform seamlessly integrates an array of previously modular features into one suite to optimize investing and wealth management practices. The technology suite includes: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals -&- risk based investment portfolios, and the open architecture use of investment options. Check out the positive press we've received in Financial Planning Magazine, Wealth Management Magazine, and the Philadelphia Inquirer to learn more!

Position

As the Director, Financial Planning, you'll be responsible for conceptualizing, prototyping, and leading the vision and customer experience for financial plans and Personal Financial Statements (PFS), across our platform. Through your vision, you’ll dramatically increase our user engagement, drive our platform as a market differentiator, and create a delightful experience. It’s an exciting opportunity to grow with our company!

We continue to strive to provide the most impactful user-experience, and insightful user interfaces to exceed the needs of RobustWealth's clients and to continue the pursuit of our mission: help investment advisors optimize their practices.

Responsibilities

Requirements

Requirements

Benefits

Healthcare

RobustWealth offers employees a selection of healthcare plans. We pay 85% of the cost of your RobustWealth health insurance. Dental & Vision coverage is free. You can read more on our healthcare plan here.

Additional Benefits

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