Director of Planning Ops - AI-Driven Financial Planning

Posted 18 days ago

thrivent financialMinneapolis (MN)

General and Operations ManagersOther Management Consulting Services

SENIORITY

Manager

About the role

Voyage Financial Advisors seeks a Director of Planning Operations to support financial advisors and clients with hands-on planning, analysis, and strategy. This role drives planning efficiency, data integrity in CRM, and the integration of AI tools to scale services. You will lead a planning team, coordinate with advisors on strategy and meetings, and oversee the creation of implementation steps to grow revenue while ensuring compliance and quality. #J-18808-Ljbffr

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.