Director of Financial Planning and Operations

Job Description

M.C. Byrd Wealth Management has a tight – knit, team-oriented atmosphere in a small-office environment. We are located in Bellville, a 40-minute, rural commute from Katy, Texas.  We are seeking someone to fill our position as the Director of Financial Planning and Operations.   This team member will be instrumental in developing financial plans for both existing and prospective clients.  As well as interacting with the client base on a daily basis regarding their financial questions.  In addition, the team member will work with other staff regarding portfolio management and execution along with client service.    We are flexible in offering this position both as an on-site position or hybrid/remote. 

About Us

We’re a wealth management firm in our 31st year dealing primarily with retirees, 401ks and the Texas ORP system. We have experienced rapid growth within the past year and need employees who can adjust to a dynamic, changing environment.

Responsibilities and Activities

Work with Advisors in the development, implementation and monitoring of financial plans

Monitor and maintain our fiduciary process for our 401k clients

Monitor and Trade Model Portfolios

Quarterly Portfolio Billing

Morningstar Office Maintenance and Reporting

Coordinate completion of meeting action items with clients and clients’ advisors (CPA’s, Attorneys, etc.)

Provide outstanding client service

Attend and contribute to team meetings

Interact with our investment partners and vendors

General back up support for all other positions consisting of varied tasks as needed

Retirement Plan Onboarding and Terminations

Additional Skills and Requirements

Sincere and caring attitude

Thriving in a "time sensitive" environment and adaptable to changes without affecting the quality of work

Excellent communication skills – both verbal and written

Exceptional phone skills

Proficient skills with MS Office Suite

High attention to detail and organization

Comfortable and familiar with CRM platforms.  Redtail experience a plus. 

Financial Software and Modeling Experience.  Emoney experience a plus. 

Polished interpersonal and presentation competencies

Work well in a small office environment with minimal supervision

Interact with clients in a friendly, warm manner

Prioritize daily tasks to be proactive in time management