Strategic Planning Manager manages the analytical and research activities supporting an organization's strategic, short-term, and long-range goal planning function. Oversees data collection and conducts organizational reviews to identify the business's strengths and weaknesses and evaluate operational effectiveness. Being a Strategic Planning Manager leads the research of emerging trends, expansion opportunities, competitive threats, and the viability of outside business partners. Develops recommendations for internal business process improvement. Additionally, Strategic Planning Manager designs and executes methods to track and measure organizational performance data to use for planning. Requires a bachelor's degree. Typically reports to a director. The Strategic Planning Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Strategic Planning Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
JOB SUMMARY
Creative Planning’s Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager’s primary function is to supervise accounts for their wealth management team. They are responsible for management of the intended strategy, all trading, distribution requests, weekly tax harvesting reviews, opportunistic rebalancing and cash investment needs. A successful Investment Manager will monitor assigned accounts, meet department trading needs, and excel at performing all job duties as described below.
JOB DUTIES
REQUIRED EXPERIENCE / QUALIFICATIONS
TECHNICAL SKILLS
POTENTIAL ADVANCEMENT OPPORTUNITIES & REQUIREMENTS
Must be successful in Investment Manager role for 2 years to be considered for: