National Plan Level Events - Senior Financial Consulting Director and Process Owner

**Senior Financial Consulting Director**
The Financial Consulting Director role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. This role supports institutions aligned to regional structures and develops strategies and services for offering financial planning advice in person, phone or virtual to help clients accomplish their immediate and long-term financial goals.

**Key Responsibilities and Duties**

**Strategic Coordination & Decision-Making**
• Review capacity plans and sales pipeline to make Go/No-Go decisions on Plan Level Events based on financial impact, event size, and strategic alignment
• Establish and maintain meeting cadence with cross-functional response teams
• Determine resource deployment strategies and prioriti...