• Gathers information on employer-sponsored retirement plans and develops tailored recommendations for prospective plan sponsor clients; • Communicates with clients, prospects, recordkeepers, TPAs, insurance company partners, and internal service teams to advance retirement plan opportunities; • Finalizes the sale and implementation of group retirement plans by coordinating required paperwork and collection of deposits; • Develops prospects by attending industry affiliations, engaging in networking events, and generating referrals; • Responsible for coaching, mentoring, and managing the professional development of colleagues within the retirement practice; • Maintains an understanding of the group retirement and institutional investment marketplace.

Role Description This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Director, Associate Financial Planners - REMOTE. In this pivotal role, you will lead a team of Associate Financial Planners to drive client acquisition, retention, and the enhancement of client value through our wealth service offerings. Your leadership will ensure that clients receive outstanding service and guidance in their financial planning journeys. You will empower your team to thrive in a collaborative and values-driven environment, while adhering to corporate policies, promoting smart investment decisions, and enhancing client experiences across various fields including retirement and risk management. - Lead a team of about 30 Associate Financial Planners (AFPs) to drive client acquisition and retention. - Coach and develop AFPs to perform comprehensive financial planning analysis for clients. - Guide AFPs in utilizing internal tools for financial planning processes. - Manage performance metrics and drive strategic priorities in partnership with planners. - Ensure adherence to corporate policies while enhancing the client experience. Qualifications - 5 years of experience in financial services sales management with a distributed team. - Direct experience leading teams of 10 or more, including recruiting and performance management. - Strong leadership skills to empower sales staff effectively. - Deep understanding of financial services, comprehensive financial planning, and RIAs. - FINRA Series 65 required. - Bachelor's degree in business or finance, or equivalent industry experience. - Certified Financial Planner designation preferred. Benefits - Competitive salary with a range of $169,900 - $216,000 based on experience and location. - Eligibility for discretionary bonuses and benefits such as health, dental, and wellness plans. - 401(k) contributions. - Collaborative and values-driven company culture. - Opportunity for professional growth and career advancement.

This position has been segmented as Hybrid meaning there is a combination of three onsite days per week and the rest remote. Responsibilities: - Lead the annual budgeting and quarterly forecasting processes, working closely with business units to ensure alignment with organizational goals. - Prepare and maintain detailed financial models to support various budgeting scenarios, including sales, costs, and profitability. - Provide actionable insights into financial trends and performance against budget. - Conduct monthly, quarterly, and annual financial performance analysis, including variance analysis between actuals and forecasts/budget. - Analyze sales data, product margins, and store performance to drive actionable insights for senior leadership. - Develop KPIs and dashboards to monitor financial and operational performance. - Collaborate with senior management and department heads to assess financial impact of key business initiatives, investments, and cost-saving opportunities. - Support decision-making by providing financial models, risk analysis, and recommendations. - Assist in business case development for new store openings, product launches, and expansion plans. - Work to streamline financial processes and reporting tools to increase efficiency and reduce reporting timelines. - Implement best practices in financial planning and analysis, focusing on automation and system integration. - Foster a collaborative and high-performance team culture. Supervision: - 1 Sr. Analyst Relationships: - Internal: Interact with all levels of associates within the CHEF’STORE.  - External: Interact with consultants, vendors, and other third parties as necessary for projects and ongoing business concerns. Minimum Qualifications: - Minimum of 5 years of experience in financial planning and analysis, preferably within the retail, food, or consumer goods industry. - Experience with retail-specific financial metrics (e.g., same-store sales, LFL, basket size, etc.). - Experience with data visualization tools such as Power BI, Tableau, or similar platforms. - Proven track record of driving cost efficiencies and operational improvements while maintaining a focus on long-term business sustainability. - Expertise in financial modeling, forecasting, and budgeting, with advanced proficiency in Excel and financial planning tools (e.g., Anaplan, SAP, Oracle, Hyperion). - Ability to analyze complex data, identify trends, and present actionable insights with clarity and transparency. - Exceptional communication skills, with the ability to build relationships and effectively communicate complex financial concepts to non-financial stakeholders. - Detail-oriented with a strong commitment to accuracy, integrity, and continuous improvement. - Ability to travel 10% Preferred Qualifications: Communication skills: - Ability to convey ideas clearly and effectively, both verbally and in writing - Skill in active listening and ensuring mutual understanding - Proficiency in giving constructive feedback and facilitating open dialogue Emotional Intelligence: - Capacity to understand and relate to the emotions and perspectives of team members - Ability to manage one’s own emotions and respond appropriately to the emotions of others - Skill in building strong, trusting relationships and fostering a supportive team environment Problem Solving: - Ability to analyze information, consider alternatives, and make sound decisions - Skill in identifying and resolving conflicts and challenges promptly and effectively - Capacity to think critically and strategically about the best course of action Inspiration: - Ability to inspire and motivate team members toward achieving common goals - Skill in recognizing and rewarding contributions and success - Proficiency in creating an environment that encourages engagement, creativity, and high performance Accountability: - Commitment to holding oneself and others accountable for performance and behavior - Ability to set clear expectations and follow through on commitments - Demonstrating integrity and ethical behavior, serving as a role model for the team Education: - Bachelor’s degree in Finance, Data Analytics, Business or analytical field required, or equivalent work experience This role will also receive an annual incentive plan bonus. ​Benefits for this role may include health insurance, pre-tax spending accounts, retirement benefits, paid time off, short-term and long-term disability, employee stock purchase plan, and life insurance. To review available benefits, please click here: https://www.usfoods.com/careers/benefits.html.

• Process and manage accounts payable and accounts receivable • Prepare and send invoices to clients and follow up on outstanding payments • Entering AP and reviewing and reconciling vendor statements. • Reconcile transactions and maintain accurate financial records • Assist with financial reporting and documentation • Work closely with the Finance Director on finance-related projects and tasks • Collaborate with internal Pride team members to resolve billing or payment questions • Help maintain organized financial systems and support general finance operations