Financial Planning, Senior Director

Job description

Who We Are: Oppenheimer & Co. Inc. (ōOppenheimerö) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc. is seeking a Senior Director to join our Financial Planning team within the ŁŁŁŁŁŁŁŁŁAsset Management Department. The Senior Director is responsible for serving as a value-added extension of a financial professionalÆs practice. This individual will satisfy this requirement through two major functions ¢ partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firmÆs financial professionals, and teams on all things related to OppenheimerÆs financial planning capabilities. This position will report to the Managing Director and Hea...