Financial Planning Manager

Nayya

25 days ago

3.4 on Glassdoor

New York, NY

Hybrid

Full Time

Manager

0 applicants

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About this role

Nayya is seeking a Manager of US Financial Planning to lead and develop a team of Certified Financial Planner® professionals, overseeing a scalable service model that integrates cutting-edge AI and personalized advice. The role focuses on enhancing client experience, ensuring compliance, and collaborating with cross-functional teams to improve financial wellness services for employees.

Skills

Qualifications

Active CFP® Certification5+ Years Financial Planning Experience3+ Years People Leadership

About Nayya

nayya.com

Industries

Technology

Nayya is an AI-driven benefits and financial‑wellness platform that acts as an agentic adviser to help employees make smarter health and wealth decisions. The company uses anticipatory intelligence and personalized guidance to simplify complex benefits choices, enrollment, and ongoing navigation for employers and their workforce. Nayya works with employers and partners via its platform and app, and publishes research and insights (e.g., its HR Trust Paradox report) on how employees use AI for benefits guidance. Its mission is to create a future where AI turns overwhelming benefits choices into clear paths and guidance arrives ahead of the question.