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Fnbcorp

Manager of Financial Planning

Pittsburgh, PA

Manager of Financial Planning Business Unit: WM - FNTC Reports to: Managing Director of Sales and Distribution Position Overview: This position is primarily responsible for the day-to-day management ...

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How much do manager of financial planning jobs pay per year?

As of Aug 9, 2026, the average yearly pay for manager of financial planning in the United States is $106,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What does a manager of financial planning do?

A Manager of Financial Planning oversees the financial planning and analysis (FP&A) activities within an organization. They are responsible for developing budgets, forecasting future financial performance, analyzing financial data, and providing strategic recommendations to senior management. Their role helps ensure that the company’s financial goals are met and that resources are allocated efficiently. They often lead a team of financial analysts and collaborate with other departments to support business decision-making.

What is the difference between Manager Of Financial Planning vs Financial Analyst?

AspectManager Of Financial PlanningFinancial Analyst
Primary RoleOversees financial planning strategies, manages teams, and develops long-term financial goals.Analyzes financial data, prepares reports, and supports decision-making with insights.
Required CredentialsTypically requires a CPA, CFA, or CFP certification, along with a bachelor’s or master’s degree in finance or accounting.Often requires a bachelor’s degree in finance, accounting, or related fields; certifications like CFA are common but not mandatory.
Work EnvironmentUsually in corporate finance departments, financial planning firms, or large organizations.Found in investment firms, corporations, or consulting agencies, often working with data and reports.

The Manager Of Financial Planning focuses on strategic financial management and team leadership, while the Financial Analyst primarily conducts data analysis and reporting. Both roles require strong financial credentials and are vital in financial decision-making, but they differ in scope and responsibilities.

What are the key skills and qualifications needed to thrive as a manager of financial planning, and why are they important?

To thrive as a Manager of Financial Planning, you need advanced financial analysis skills, a strong understanding of accounting principles, and typically a degree in finance or accounting, often accompanied by a CPA, CFA, or MBA. Proficiency in financial modeling, ERP systems like SAP or Oracle, and advanced Excel is essential. Leadership, strategic thinking, and effective communication are crucial soft skills for managing teams and influencing organizational decisions. These skills ensure accurate financial forecasts, sound budgeting processes, and strong guidance for business growth.

What are some common challenges faced by a manager of financial planning, and how can they be addressed?

Managers of Financial Planning often face the challenge of balancing strategic long-term objectives with immediate financial constraints. They must also navigate frequent changes in market conditions and regulatory requirements, which can impact forecasting accuracy. To address these challenges, effective communication across departments, continuous professional development, and the use of advanced financial modeling tools are essential. Building strong relationships with stakeholders and staying updated on industry trends can also help in making informed, agile decisions.
What cities are hiring for Manager Of Financial Planning jobs? Cities with the most Manager Of Financial Planning job openings:
What are the most commonly searched types of Of Financial Planning jobs? The most popular types of Of Financial Planning jobs are:
What states have the most Manager Of Financial Planning jobs? States with the most job openings for Manager Of Financial Planning jobs include:
Manager Of Financial Planning jobs near you

Manager of Financial Planning

First National Bank of Pennsylvania

Pittsburgh, PA • On-site

Other

Posted 21 days ago

Job description

Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future.

Position Title:Manager of Financial Planning

Business Unit:WM - FNTC

Reports to:Managing Director of Sales and Distribution

Position Overview:

This position is primarily responsible for the day-to-day management and oversight of the Financial Planning Group maintaining consistency and compliance with WM's strategy and philosophy. The incumbent creates strategy and ensures consistent delivery of the Financial Planning offering and is responsible for broadening and deepening the integration of financial planning within the organization. The incumbent plays an active role in the development of new business and retention of existing business and provides support to other business lines in pursuit of overall organizational goals.

Primary Responsibilities:

Establishes vision, strategy and direction, manages the execution of that vision, coaches and motivates while driving high performance and mentors for personal growth and career development. Promotes and ensures consistency and compliance with Wealth Management's philosophy which includes assisting with onboarding, training and development of the entire Financial Planning team.

Ensures quality and consistency of the Financial Planning offering and solutions. Provides support and resources for planners to reach their own and the organization's revenue and client experience goals.Remains current on issues, innovation and practice of financial planning.

Advocates Financial Planning's role and value with internal business partners and centers of influences.

Serves as a resource for the Wealth Management team and assists in the developing strategy, mission and vision.Provides perspective of the discipline and supports executive leaderships goals.

Provides oversight and input to the Financial Planners within each market regarding community relations, budgetary requirements, regional action plans and client service.

Assists as needed in preparing and presenting written materials for group presentations, researches and prepares support materials for client presentations and coordinates the preparation and creations of special client publications as needed for clients, internal business partners, prospective clients and other groups.

Manages a client book of relationships and assists Wealth Advisors and internal business partners in the role of Wealth Strategist within the assigned region.

Helps to develop, monitor and track the annual performance compensation program of all assigned employees.

Ensures the team is highly focused on all compliance related matters.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

BA or BS

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

10

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word - Intermediate Level

MS Excel - Intermediate Level

Experience in financial planning procedures and regulations

Specialized schooling or certification in the areas of retirement, investment, education, tax, estate and financial planning

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

CFP

CFA preferred

Licensure required such as series 65 within 120 days of hire

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A


Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.

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