Senior Director leading consulting teams for Workday's Financial, Reporting & Analytics practice across the APAC region. Focused on customer outcomes, talent retention, and complex deployment delivery.
About the role
- Senior Wealth Advisor building and deepening client relationships while managing financial portfolios for Baldwin Group. Delivering comprehensive financial planning utilizing integrated advice platform.
Responsibilities
- Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio.
- Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
- Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax-aware strategies, and estate considerations to protect clients’ assets and incomes.
- Construct and maintain portfolios aligned to client goals, risk profiles, and time horizons, coordinating with internal specialists in wealth, retirement, and insurance.
- Engage clients through consistent review cycles, performance reporting, and life-event planning to sustain trust and drive retention.
- Collaborate across regions and practices to identify cross-selling opportunities and deliver integrated solutions under the unified Baldwin brand.
- Adhere to fiduciary standards, compliance policies, and documentation requirements while maintaining a high-touch client experience.
Requirements
- Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
- Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.
- Advanced industry designations such as AIF®, CFP®, CPFA®, CEBS®, C(k)P® or similar are strongly preferred.
- Possesses a state Life & Health Insurance License or is willing to obtain within 90 days of hire.
- Minimum of 5 years’ experience as a Financial Advisor, Retirement Plan Advisor, or in a closely related institutional retirement role, with a proven focus on employer-sponsored plans.
- Proven track record in sales, business development, and client retention within the group retirement or institutional market.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Manager, FP&A role focusing on finance and analytics at Paramount. Analyzing data and building financial models to drive business initiatives.
Finance Manager overseeing all financial affairs for Quarantini Gin, a social distillery. Responsible for monthly closures, KPI management, and financial planning in a hybrid work environment.
Finance & Operations Manager at Sediwork handling financial and operational tasks for a growing software company focused on medical training efficiency.
Working Student in Finance & Operations at nüchtern, a growing beverage startup in Berlin. Working closely with the COO on accounting, customer support, and operational tasks.
CFO leading financial operations in a multi - site manufacturing organization with $100M+ revenue. Driving growth, profitability, and strategic initiatives amidst 50% travel requirement.
Consultant in Financial Transformation supporting major clients in Banking and Insurance. Engaging in projects to enhance Financial performance and processes over various phases.
Director of Financial Management at Capital One Travel overseeing FP&A team and business analytics. Generating insights and supporting senior leaders with strategic financial planning.
Lead System Operations Specialist ensuring the 24x7 operation of distributed payment systems for the Federal Reserve. Responsible for large - scale clearinghouse and transaction processing.
Financial Solutions Advisor providing personalized financial solutions to clients and helping achieve their financial goals at Bank of America. Responsible for building financial plans and recommending brokerage products.