Digital Planning & Advice Associate

Role Overview
The Digital Planning and Advice team is seeking a highly organized, versatile team member to play a critical role in advancing our Planning and Advice Transformation — modernizing how advisors deliver planning and advice through a unified, digitally-enabled experience. Serving as a utility player, this person will contribute to digitizing new planning capabilities, supporting the evolution of a unified planning system, and working cross-functionally across Tech, Product, and Business partners. The ideal candidate brings structured problem-solving skills, a hypothesis-driven mindset, and the ability to bring clarity to ambiguous, fast-moving transformation workstreams. They blend digital product fluency with a working knowledge of financial planning concepts and thrive in a multi-tool, multi-stakeholder environment.
Key Responsibilities
Play a central role in the Planning and Advice Transformation, helping advance the strategy, roadmap, and execution of a modernized, digitally-enabled planning experience for advisors.
Support digital product initiatives across the Planning and Advice portfolio, contributing to a range of advisor-facing planning and advice capabilities.
Structure and drive transformation workstreams from problem framing through execution, bringing clarity and pace to complex, cross-functional efforts.
Partner cross-functionally with Technology, Product, and Business teams to advance the roadmap for a unified planning system.
Assist in the digitization of new planning tools for advisors, from requirements gathering through launch and adoption.
Synthesize information from multiple sources into clear recommendations, frameworks, and decision-ready materials for leadership.
Support advisor enablement efforts including training materials, communications, and feedback loops tied to the transformation agenda.
Contribute to executive-level updates and reporting, including input into weekly leadership updates on Planning and Advice Transformation progress.
Act as a utility player — flexing across transformation initiatives as priorities evolve and plugging in where the team needs capacity most.
Preferred Qualifications
Experience in wealth management, private banking, or financial advisory services
Background in strategy, transformation, or advisory-type roles that required managing multiple client or stakeholder engagements simultaneously
Exposure to industry financial planning software platforms
Prior experience supporting advisor-facing digital tools or workflows
Familiarity with executive reporting and status communication cadences