- Establish and implement the overall strategic plan for financial planning; develop and support initiatives to enhance client experience at Tompkins Financial Advisors (TFA); and coordinate the execution of successful programs across all markets of TFA.
- Work with members of the TFA Leadership Team to identify the breadth of expertise desired from the Planning Team that will be necessary to enable the growth of the overall business, and that of Tompkins Financial Advisors affiliates. Where necessary, recruit the talent necessary to realize the breadth of expertise needed for TFA.
- Provide leadership to members of the financial planning team to develop their skill and knowledge of the financial planning process, products, tools, systems and presentation of financial plans.
- Build and maintain strong relationships with clients, understanding their financial objectives, and providing ongoing financial guidance and support. Deliver comprehensive financial planning expertise, including but not limited to retirement planning, wealth preservation and wealth transfer planning, business succession planning, and tax strategies. Conduct regular client meetings to review financial plans, assess progress, and make necessary adjustments based on changing circumstances.
- Partner with colleagues to understand the financial goals of new and existing clients. Determine their current financial state and desired future state, conduct an analysis of the clients assets and liabilities and educate clients on their financial landscape while providing them with information to aid them in making financial decisions.
- Introduce and assist clients in utilizing financial planning software and the gathering of necessary information to complete financial planning-related analyses.
- Collaborate with Managing Directors to support local business plans by providing indirect leadership to members of the financial planning team, utilizing planning as the lead product to generate revenue, grow new assets under management and retain existing assets.
- Create, distribute and present reports on financial planning, business succession planning and client experience including forecasts, benchmarks, progress towards goals, and opportunities for advancing the business.
- Serve as a resource and partner with Planners, Wealth Advisors, Trust Officers, Commercial Lenders, Branch Managers and Insurance Representatives across the Companys footprint and support the Power of Partnership POP by building trusting relationships will all business line team members and developing credibility for giving and receiving referrals.
- Evaluate the effectiveness of financial planning software, manage the relationship with the vendor, ensure software is kept updated and manage the administrative functions including but not limited to maintaining user access and licenses.
- Coordinate with the Investment Committee to ensure the planning assumptions are aligned with the committee objectives and portfolio projections.
- Conduct presentations to support routine business development activities in the markets, establish relationships with COIs in the community to increase referral opportunities.
- All other duties as assigned.
- Bachelors degree in Business, Finance or related field. CFP designation is desired.
- Five (5) years previous experience in financial planning, wealth management or comparable experience and leadership.
- Proficient interpersonal relations and communicative skills.
- Ability to budget, forecast, conduct in depth analysis, prepare and present proposals and reports.
- Advanced proficiency in learning software systems and utilizing excel.
- Demonstrated ability to strategically lead and guide teams in person and remotely.
- Medical
- Dental
- Vision
- 401(k) Match
- Profit Sharing
- Paid Time Off
- 11 Holidays
- Tuition Reimbursement
- Free Parking throughout Tompkins Community Bank
- Employee Referrals
-
Director, Financial Planning
1 week ago
Bausch + Lomb Rochester, United StatesBausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of sight for millions of people around the world-from the moment of birth through every phase of life. Our mission is simple, yet powerful: helping you see better, ...
-
Manager of Financial Planning and Analysis
6 days ago
Heritage Christian Services Rochester, United StatesOverview: · The Manager of Financial Planning and Analysis (FP&A) will report to the Senior Manager of FP&A and work with FP&A team and program directors to support the agency in achieving its program and financial goals. This role will be jointly responsible for managing, updat ...
-
Director - Financial Planning and Analysis
1 week ago
Rochester Regional Health Rochester, United StatesSUMMARY · The Director of Operational Support, as a member of the Finance Department at Rochester Regional Health will be responsible for leadership and coordination of all financial functions related to operational support for a multi-entity $3.5 billion healthcare system. Prim ...
-
Manager, Financial Planning and Analysis
1 day ago
Paychex Rochester, United StatesOverview · Manages two or more financial personnel and is accountable for the performance and results of a Financial Planning & Analysis team. Completes advanced financial analysis assignments that may have a strategic impact on Paychex. Acts as a subject matter expert within or ...
-
Manager, Financial Planning and Analysis
4 days ago
Paychex Rochester, New York, United States PermanentOverview: · Manages two or more financial personnel and is accountable for the performance and results of a Financial Planning & Analysis team. Completes advanced financial analysis assignments that may have a strategic impact on Paychex. Acts as a subject matter expert within or ...
-
Creation Technologies International Inc Rochester, United StatesDirector, Financial Planning and Analysis page is loaded · Director, Financial Planning and Analysis · Apply · locations · Newark, NY USA · time type · Full time · posted on · Posted 5 Days Ago · job requisition id · JR4796 · It's fun to work in a company where people ...
-
Director, Financial Planning
1 week ago
Paychex Rochester, United StatesOverview · Leads and directs all financial functions of assigned business units. Provides financial and operational analytical support to functions across all businesses for sound decision making and strategy development. · ResponsibilitiesPartners with Senior VPs and leadershi ...
-
Director, Financial Planning
2 weeks ago
Bausch + Lomb Rochester, United StatesBausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of sight for millions of people around the worldfrom the moment of birth through every phase of life. Our mission is simple, yet powerful: helping you see better, ...
-
Director, Financial Planning
3 weeks ago
GreaterROC Rochester, United StatesBausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of sight for millions of people around the world—from the moment of birth through every phase of life. Our mission is simple, yet powerful: helping you see better, ...
-
Director, Financial Planning
1 week ago
Bausch & Lomb Rochester, NY, United StatesBausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of sight for millions of people around the world—from the moment of birth through every phase of life. Our mission is simple, yet powerful: helping you see better, ...
-
Director, Financial Planning and Analysis
4 days ago
Creation Technologies Newark, United StatesIt's fun to work in a company where people truly BELIEVE in what they're doing · We're committed to bringing passion and customer focus to the business. · Manager for our Rochester business unit will lead monthly financial reviews, forecasting, and annual operating plans across ...
-
Careers – Financial Planning Analyst
1 month ago
Uniqlo Rochester, United States Full timeJob Description: · UNIQLO is a brand of Fast Retailing Co., Ltd., a leading global Japanese retail holding company that designs, manufactures and sells clothing under seven main brands: Comptoir des Cotonniers, GU, Helmut Lang, J Brand, Princesse , Theory, and UNIQLO. With global ...
-
FusionWorks Livonia Center, United StatesWhat can you expect? · You will manage system changes/extensions for the planning and forecasting process in all company groups at Livonia Center · You will support process design in areas such as (long-term) financial planning and consolidation, as well as detailed budgeting inc ...
-
Business Development Officer
3 weeks ago
three+one® Pittsford, United StatesBusiness Development Officer (BDO) - Role Description · Who is three+one? · three+oneR is a Fintech company that provides liquidity & treasury analyses to the public sector (cities, counties, school districts, public authorities) and higher education institutions (public/private ...
-
Full Time Veterinarian
2 weeks ago
Lap of Love Rochester, United States Full timeLife is HAPPIER at Lap of Love Join Lap of Love as an In-Home, Associate Veterinarian in Rochester · Are you ready for a change of pace from in-clinic practice? Looking to reconnect with pet families and provide the kind of service you'd always envisioned by having generous appoi ...
-
Retirement Plan Service Manager
1 week ago
Wealth Enhancement Group Pittsford, United States** Wealth Enhancement Group** · ** Retirement Plan Service Manager** · Pittsford, NY 14534 · About Wealth Enhancement Group · Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning an ...
-
Registered Dental Hygienist
2 days ago
Pittsford Pediatric Dentistry Pittsford, United StatesOverview: · Please ensure you read the below overview and requirements for this employment opportunity completely. · Pittsford Pediatric Dentistry is seeking a Registered Dental Hygienist to join our fun team of pediatric dental professionals. Our ideal candidate has 1+ years of ...
-
Corporate Accountant
1 week ago
Bonadio Group, The Pittsford, United StatesOverview: · The Bonadio Group is currently seeking a Corporate Accountant to ensure the efficient operation for the planning, directing, and coordinating of all accounting operational functions. This individual will work with internal customers to assist in the accumulation and ...
-
Account Executive- Employee Benefits
1 week ago
National Financial Partners Pittsford, United StatesWho We Are: · NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner ...
-
Senior Auditor I
1 week ago
Canandaigua National Pittsford, United StatesSr. Auditor · Canandaigua National Bank & Trust · Location: Pittsford, NY · What does a Senior Auditor do? · Responsible for performing a variety of duties relating to the audit services function; coordinating work within the department as well as with other departments; repo ...
Director of Financial Planning - Pittsford, United States - Tompkins Community Bank
Description
Overview:
Responsible for leading financial planning-related activities, including but not limited to retirement planning, wealth preservation and transfer planning, and business succession planning, as well as developing, employing and driving planning-related initiatives that enhance client experience standards efforts across the organization. Will also be the leading business partner to partner with advisors, understand the financial landscape for our clients, create and deliver financial plans that aid clients in making educated financial decisions. Actively participate as a member of the leadership team contributing to enable the success and growth of the Company.
Flexible Location: This position is located at our Corporate Headquarters office in Ithaca, New York. Tompkins also maintains an administrative offices in Pittsford, New York and Syracuse, New York. This position can be based at any of these locations.
Responsibilities:Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
For more information, please click here
#communitybank
Pay Range:USD $140, USD $165,000.00 /Yr.
