Manager of Financial Planning

Pittsburghonsitemanager

Posted today · via Workday

About this role

Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Manager of Financial Planning Business Unit: WM - FNTC Reports to: Managing Director of Sales and Distribution Position Overview: This position is primarily responsible for the day-to-day management and oversight of the Financial Planning Group maintaining consistency and compliance with WM's strategy and philosophy. The incumbent creates strategy and ensures consistent delivery of the Financial Planning offering and is responsible for broadening and deepening the integration of financial planning within the organization.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Pittsburgh. We weight your proximity and willingness to relocate.

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