Financial Planning Manager
NayyaNew York, New York, United States
Posted February 20, 2026
130000 - 150000 USD
Full Time
About the Company
Nayya is a financial wellness benefit that provides personalized guidance to support every employee on their unique financial journey.
Job Description
Nayya is hiring a Financial Planning Manager to lead and develop a team of CFP professionals, strengthen and scale their service model, and ensure a high-quality planning experience for members. The role involves leading a team, building a high-performing team culture, evolving and operationalizing a scalable service model, and partnering with cross-functional teams to improve the client experience.
Requirements
- Lead and coach a team of remote CFP professionals
- Build a high-performing team culture
- Evolve and operationalize a scalable service model
- Conduct quality assurance for the team
- Use data and feedback to improve outcomes
- Partner cross-functionally to improve the client experience and tooling
- Own and evolve client-facing content and presentation strategy
- Surface and solve recurring client or planner friction points
- Continuously improve how we work as a team
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance
