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Planning - L7 - Lead Planner at Range - ApplyBlast

Planning - L7 - Lead Planner

Range

7 days ago

2.8 on Glassdoor

New York City, New York, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Lead Planner manages a team of financial planners while remaining hands-on with planning and delivering exceptional member experiences. This role involves reinventing wealth management through technology by partnering with product teams to build proprietary tools and providing expert feedback. The position is based in McLean, VA, with potential relocation options to New York City or Bellevue.

Responsibilities

Manage a team of financial planners while providing hands-on planning and member experience
Partner with product and engineering teams to prioritize and create product plans and roadmaps
Build and implement iterative financial plans and wealth strategies for members

Skills

Qualifications

Certified Financial Planner (CFP)Certified Public Accountant (CPA)Chartered Financial Analyst (CFA)Enrolled Agent (EA)Equity Compensation Associate (ECA)

About Range

range.com

Headquarters

Tysons, Virginia, United States

Company Size

11-50 employees

Founded

2020

View Profile

Range is an all‑in‑one wealth management platform that combines AI‑driven financial tools with access to a team of Certified Financial Planners. It delivers on‑demand financial analysis and personalized plans through a single, unified dashboard to help members set and reach goals. Range operates on a membership model that centralizes planning, advice, and ongoing financial management.