This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description - Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives. - Act as subject matter expert for Advisors on financial planning and financial planning software, social security issues, deferred compensation plans, Roth conversions, and other complex financial planning topics. - Create client-facing, custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients. - Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamics, and other risks. - Quickly identify, pursue, and present solutions aligned with the best interests of the client. - Participate in client meetings and work within a team environment to deliver integrated planning services. - Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables. - Develop integrated estate and financial plans for U/HNW clients through partnering with colleagues and Advisors. - Keep abreast of legislative and tax changes. - Participate in the sales process to grow revenue by calling on clients in conjunction with colleagues and Advisors. - Cultivate and maintain relationships with Advisors directly and in partnership with colleagues. - Participate in client and community events and present at company-sponsored events regarding relevant and timely wealth planning issues. - Partner with Marketing in the content creation process for both large and small audiences, with the goal of attracting high-and ultra-high net-worth clients. - Coach and mentor colleagues on different wealth planning topics. Qualifications - Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding. - Current on innovative wealth planning solutions, including the use of different advanced planning techniques. - Outstanding presentation skills, written and verbal communication skills. - Outstanding Word, Excel, and PowerPoint creation abilities. - Minimum 10 years of experience within a banking, RIA or wire-house culture. - Minimum 10 years of direct financial planning, estate planning, and liquidity event exit planning. - CFP, CPA or JD required. - Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred. Requirements - The role of Senior Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel for the purposes of making presentations to groups and conducting client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month. - Remote within the U.S. - Travel to the company headquarters in Philadelphia, PA on a quarterly basis to be expected. Compensation - The anticipated compensation for this role is $125,000 - $350,000 and determined based on experience, qualifications and other job-related factors. - We offer a comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid time off, and other firm-sponsored benefits.

• Support critical financial operations across federal contracts. • Ensure the accuracy, integrity, and efficiency of financial reporting, invoicing, contract tracking, and process improvements. • Work across multiple financial systems, conduct audits, prepare reports, and collaborate with cross-functional teams to streamline processes and improve operational efficiency. • Complete quality assurance, system uploads, reporting, and provide payment confirmations. • Maintain invoicing records, funding documentation, and manage fund tracking for contracts to ensure compliance. • Analyze financial documents, resolve discrepancies, and assist with funding modifications and ad hoc financial tasks. • Prepare reports for Contract Officers, Contract Officer Representatives, and stakeholders to support informed decision-making. • Navigate and leverage financial systems such as FMMI, Sagent, Oracle Studio, and other tools to generate reports and maintain templates. • Conduct internal and agency audits to ensure contract usage, funding, and financial compliance. • Develop standardized procedures, templates, and tools to improve efficiency, reduce errors, and streamline processes. • Train and coordinate team members, driving collaboration, consistency, and process improvements across departments.

• Assist in transitioning clients to cloud-based platforms • Handle day-to-day accounting transactions for complex clients • Complete monthly bank reconciliations • Prepare monthly journal entries and closing of general ledger • Maintain fixed asset schedules and the chart of accounts • Provide timely, accurate and complete financial reports • Maintain an orderly accounting system • Offer financial advice and solutions • Prepare client sales tax returns and other declarations • Comply with reporting requirements

• Partner with account teams (AEs, Solution Advisory, Coupa Spend Lab) throughout the sales lifecycle to shape deal strategy, align on value hypotheses, and create compelling commercial narratives. • Lead high-quality discovery with senior and executive stakeholders to understand strategic objectives, current processes, pain points, and organizational constraints across the sourcing, procurement, supply chain, finance, and treasury functions. • Develop business cases and ROI models that synthesize complex datasets, benchmark performance, and quantify achievable outcomes across improved savings rates, increased spend capture, process improvements, and working capital optimization. • Create and deliver executive-level presentations that clearly communicate findings, recommendations, and target metrics with a strong storytelling arc. • Guide account teams as a deal captain, ensuring value is consistently positioned, integrated into the sales strategy, and reinforced throughout the cycle. • Contribute to territory and account planning, identifying where value-led conversations can unlock pipeline and accelerate customer engagement. • Mentor and elevate Value Advisory peers, sharing frameworks, best practices, and content development, and insights.