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Director of Financial Planning
Director of Financial PlanningStryker Corporation • Littleton, CO, United States
Director of Financial Planning

Director of Financial Planning

Stryker Corporation • Littleton, CO, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Director of Financial Planning

What You’ll Lead

  • Oversee the full financial planning process from data gathering through plan presentation and follow through
  • Review plans and recommendations for accuracy, completeness and suitability
  • Improve workflows, templates and best practices so the planning team and advisors operate consistently
  • Train advisors and support staff on planning concepts and software
  • Maintain planning quality as we add advisors, new clients and more complexity
  • Serve as a planning resource during complex or high stakes client situations
  • Identify gaps in client plans and help advisors prioritize next steps

Your Day Could Include

  • Running deeper analysis on retirement projections, tax planning strategies and alternative planning scenarios
  • Reviewing advisor recommendations to make sure they align with the client’s objectives and our planning philosophy
  • Meeting with clients alongside advisors to support complex planning discussions
  • Helping design and refine planning deliverables so they’re clear, modern and useful rather than confusing or bloated

    • What You Need

  • Strong background in holistic planning
  • CFP required
  • Minimum five years planning experience with demonstrated complexity, not just entry level prep work
  • Familiarity with tax strategy, retirement income planning, estate considerations and advanced planning
  • Comfortable with planning software and willing to learn new tools as we evolve
  • Ability to explain complex planning topics in plain English without jargon or ego

    • Who Thrives Here

    Someone who sees planning as a craft and cares about doing it well. Someone who doesn’t need hand holding and isn’t satisfied with shortcuts or “good enough”. Someone who’s organized but not rigid and can keep the big picture in mind as we scale. A person who enjoys collaboration and is willing to challenge ideas when needed while supporting the team and maintaining professionalism.

    Why This Role Matters

    As we grow the number of clients and advisors in our firm, planning needs leadership. Consistency, quality and ongoing improvement are non negotiable. The person in this role will help build the next chapter of our planning culture and ensure our clients experience planning the way it should be done.

    #J-18808-Ljbffr

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    Director Of Planning • Littleton, CO, United States

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