Financial Planning Senior Director

Oppenheimer & Co. Inc.

This role connects various platforms representing Oppenheimer's offerings, including asset management and life agency services.

Last checked on June 7, 2026. We may earn a commission when you click through.

A strong opportunity for those with extensive experience in connecting financial services, but less ideal for newcomers to the industry.

✓ Senior-level position with growth potential ✓ Diverse product offerings to work with ✓ Reputable company in the financial sector

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Financial Planning Senior Director

Oppenheimer & Co. Inc.

Updated 2 months ago

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New York

A strong opportunity for those with extensive experience in connecting financial services, but less ideal for newcomers to the industry.

About this role

This role connects various platforms representing Oppenheimer's offerings, including asset management and life agency services.

About the Company

Oppenheimer & Co. Inc. is a leading financial services firm specializing in investment management and wealth management solutions.

Key Highlights

✓ Bridging multiple financial platforms
✓ Focus on asset management and trust services
✓ Senior-level experience required
✓ Located in New York

💡 Honest Take: This position requires significant expertise and is best suited for seasoned professionals in financial planning.

Pros

✓ Senior-level position with growth potential
✓ Diverse product offerings to work with
✓ Reputable company in the financial sector

Cons

✗ High expectations for experienced candidates
✗ Limited salary transparency
✗ Non-remote position may deter some applicants

Best For: This role is tailored for individuals with a strong background in financial services and a knack for strategic bridging.

Watch Out: Candidates should be prepared for a competitive application process given the seniority of the position.

Apply for this position →

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What Customers Say

Feedback indicates that employees appreciate the firm's reputation but note the high expectations for performance.

Expert Review

This role at Oppenheimer demands a strategic acumen and operational expertise. Managing relationships across platforms like Oppenheimer Asset Management and Oppenheimer Trust Company of Delaware is key. Expect high-level responsibilities that involve coordinating various financial offerings.

Notably, the position is situated in New York, a hub for financial services, which could mean a fast-paced work environment. While the exact salary range isn't disclosed, being in New York often suggests a competitive compensation package.

Our team noted that the firm values seasoned professionals, making this role less accessible for those just starting in finance. It's essential to be prepared for the expectations that come with a senior director title. Candidates should have a track record in financial planning and management to thrive in this competitive atmosphere.

For more details on the position, you can refer to the official listing on Talent.com.