If you are looking to lead a passionate financial planner community that is poised to launch into a new and exciting chapter of growth, this is a great opportunity. For confidential consideration, please email your resume and a 1-3 minute video cover letter to: justin@gpnalliance.org 

About Garrett Planning Network (GPN):

Garrett Planning Network is a mission-driven organization committed to providing Accessible, As-Needed, Fee-Only financial planning. We support a network of 200 financial planners dedicated to offering transparent, fiduciary financial advice to all. 

Position Overview:

The Managing Director at GPN will oversee all business operations and lead the organization’s strategic initiatives. This role includes comprehensive management of financial, operational, and technological processes, along with fostering relationships with both GPN members and its parent corporation, GPN Alliance. This role also coordinates and promotes GPN’s annual member conference. Acting as a public representative, the Managing Director will build and maintain relationships with key stakeholders, including the press, relevant associations, the higher education community, and government agencies.

Qualifications & Experience:

• Friendly, confident, sincere approach to interpersonal relationships with high emotional intelligence.
• A consensus builder among diverse constituencies; an assertive decision-maker.
• An innovative thinker, capable of advancing new ideas to guide GPN to its next phase.
• Ability to balance and shift between detailed work, team leadership, and big picture focus.
• Bachelor’s degree or equivalent experience is required. A master’s degree or equivalent experience is preferred. 
• A minimum of 5 years’ experience (senior staff level or above) in association or business management.
• Familiarity with the personal financial planning profession and specifically the Accessible, As-Needed, Fee-Only model is a plus.

About Garrett Planning Network

Founded in 2000, the Garrett Planning Network has grown into a national network of hundreds of hourly-based, Fee-Only financial planners. We exist to make competent, objective advice accessible to all people. Our staff of full-time employees and team of professional coaches and consultants facilitate discussions on our private intranet forums, lead educational webinars for members, and host our membership at our Annual Retreat conferences. Through these channels, subject matter experts share best practice ideas in all areas of financial planning practice management, including: operations procedures, technology, marketing, counseling and communications, compliance, productivity, business planning, and financial planning technical matter. We also provide our member advisors with tools, templates, and software, as well as, eLearning courses and access to hundreds of continuing education events. However, the lifeblood of the Garrett Planning Network is its member advisors. They are an incredibly vibrant, supportive, connected group of professionals of diverse backgrounds who’ve come together for the greater good and well-being of their clients and themselves. Imagine tapping int...o the collective wisdom of hundreds of experienced, educated, thoughtful, creative minds — that’s what’s available through the Garrett Planning Network.

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