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Planning Manager Jobs in Rhode Island (NOW HIRING)

CVS Health

Manager, FP&A

Woonsocket, RI · On-site

$66K - $145K/yr

Position Summary In this role as Manager - FP&A business, you will report to the Lead Director of Corporate Affairs FP&A. You will be responsible for consolidating, reporting and the creation of ...

Cherry Bekaert

FP&A Senior Manager

West Warwick, RI

$104K - $142K/yr

We are seeking a Senior FP&A Manager to join our team. Senior FP&A leader responsible for financial planning, forecasting, and analytics for assigned service line(s). Partners directly with service ...

Cherry Bekaert

FP&A Senior Manager

West Warwick, RI · On-site

$104K - $142K/yr

We are seeking a Senior FP&A Manager to join our team. Senior FP&A leader responsible for financial planning, forecasting, and analytics for assigned service line(s). Partners directly with service ...

M Force

Project Manager

Exeter, RI · On-site

The ideal Project Manager brings strong experience in project and portfolio management, project prioritization, resource and capacity planning, stakeholder management, and performance reporting. This ...

DataAnnotation

FP&A Manager - AI Trainer

Providence, RI · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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Showing results 21-40

All JobsPlanning JobsPlanning Manager JobsPlanning Manager Jobs in Rhode Island

Planning Manager information

See Rhode Island salary details

$54.8K

$101.1K

$153.8K

How much do planning manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for planning manager in Rhode Island is $101,083.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,800.00 and $114,100.00 per year, depending on experience, location, and employer.

What is a planning manager?

Planning Managers are professionals responsible for overseeing and coordinating the planning processes within an organization, which may include strategic, operational, or project planning. They analyze data, forecast future needs, and develop plans to ensure that resources are used efficiently to meet organizational goals. Planning Managers often work with various departments, manage timelines and budgets, and ensure compliance with regulations and standards. Their role is vital in industries such as urban development, construction, manufacturing, and business operations.

What are the key skills and qualifications needed to thrive as a planning manager?

To thrive as a Planning Manager, you need strong analytical skills, strategic thinking, and experience in project management, typically supported by a related degree such as urban planning, business, or engineering. Familiarity with planning software (e.g., MS Project, Primavera), data analysis tools, and sometimes certifications like PMP are often required. Excellent communication, leadership, and problem-solving abilities set top performers apart in this role. These skills are crucial for developing effective plans, coordinating teams, and ensuring projects are delivered on time and within scope.

How does a planning manager typically collaborate with other departments to ensure project success?

A Planning Manager regularly works with cross-functional teams, including operations, finance, and procurement, to align project timelines, resource allocations, and deliverables. This collaboration ensures that potential bottlenecks are identified early, and adjustments can be made proactively. Effective communication and coordination are key parts of the role, as Planning Managers often facilitate meetings, provide updates, and gather input to refine project schedules. Building strong relationships across departments is essential for smooth project execution and achieving organizational goals.

What is the difference between Planning Manager vs Project Coordinator?

AspectPlanning ManagerProject Coordinator
ResponsibilitiesOversees project planning, schedules, resource allocation, and strategic planningSupports project tasks, tracks progress, and assists with scheduling
Required CredentialsBachelor's degree in related field, PMP or similar certification often preferredBachelor's degree, relevant certifications optional
Work EnvironmentTypically in managerial settings, coordinating with multiple teamsOften in team support roles, working closely with project teams
Industry UsageCommon in construction, manufacturing, IT, and engineeringUsed across various industries for project support roles

The Planning Manager focuses on strategic project planning and resource management, while the Project Coordinator handles day-to-day task tracking and support. Both roles are essential but differ in scope and seniority.

Is planning a good career?

A career as a planning manager involves coordinating projects, analyzing data, and developing strategies, often requiring strong organizational and communication skills. It can offer stability, opportunities for advancement, and the chance to work in various industries such as construction, logistics, or urban development. Success in this field typically depends on relevant education, experience, and proficiency with planning tools like MS Project or AutoCAD.

What do you need to be a planning manager?

A planning manager typically needs a bachelor's degree in business, logistics, or a related field, along with several years of experience in planning, scheduling, or project management. Strong analytical, organizational, and communication skills are essential, and proficiency with planning tools or software like MS Project or SAP is often required. Certifications such as PMP or APICS can enhance qualifications.

What are the most commonly searched types of Planning jobs in Rhode Island?

The most popular types of Planning jobs in Rhode Island are:

What are popular job titles related to Planning Manager jobs in Rhode Island?

For Planning Manager jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Planning Manager jobs in Rhode Island look for?

The top searched job categories for Planning Manager jobs in Rhode Island are:

What cities in Rhode Island are hiring for Planning Manager jobs?

Cities in Rhode Island with the most Planning Manager job openings:

Planning Manager jobs near you
Infographic showing various Planning Manager job openings in Rhode Island as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $101,083 per year, or $48.6 per hour.

Financial Planning Consultant - Smithfield, RI

Fidelity Investments

Smithfield, RI • On-site

Full-time

Medical, Life, Retirement

Re-posted 3 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description


Financial Planning Consultant
IMC 1 associates please do not apply to this requisition. Contact your leader if you have any questions regarding your eligibility.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Smithfield RI Regional Center.
Is it time to explore new challenges in your career?
The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity's full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.
The Expertise We're Looking For
  • FINRA Series 7 required
  • FINRA Series 63 and 65 or Series 66 licensed
  • Insurance license within 90 days of hire
  • Certified Financial Planner (CFP) preferred
  • Minimum of 5 years of previous financial services experience; managed solutions experience preferred
  • Planning and Advice mindset with a solid understanding of Fidelity's offerings
  • Ability to deliver high-quality IQ and EQ client experience through FRM mastery
  • Proven practice management skills that drive scalable, high-impact business results

The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients' financial plans, including managed accounts, serving as Advisory Services' voice to the customer.
The Skills You Bring
  • Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships
  • Experience running effective, well-structured pre-scheduled guidance appointments, as well as engaging in insight-driven, timely proactive outreach
  • Demonstrate strong Practice Management and Operational Excellence through effective prioritization, calendar management, and ownership of responsibilities
  • Comfort operating within a team-based service model while managing time, workflow, and follow-through
  • Fluency using digital advice, planning, and investment tools to deliver personalized recommendations
  • Ownership of end-to-end advice experience, from preparation through implementation
  • Adaptability and willingness to continuously learn as client needs evolve
  • Ability to engage clients virtually (via Zoom) as the default meeting format unless an alternative is requested by the client
  • Fidelity is not providing immigration sponsorship for this position.

The Value You Deliver
  • Lead thoughtful, consultative conversations to understand clients' investment strategies and evolving planning needs
  • Strengthen client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through
  • Anticipate future needs and adapt advice as clients' goals and life stages change
  • Introduce and position the right service model and resources to deepen the overall Fidelity relationship
  • Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and inidelity is come planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.

How Your Work Impacts the Organization
Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity's suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.
Through FAS, advisors take end-to-end ownership of the advice experience - from discovery through implementation and ongoing progress - helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement - ensuring advisors are supported as they deliver meaningful outcomes for the clients.
Our Investments in You
We believe it is important to approach life holistically. Fidelity's greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
  • Click here for a story about how we are helping our employee's payback their student loan debt

We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Learn More: Dynamic Working
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Certified Financial Planner (CFP) - Issuing Authority, Life and Health Agent - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
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Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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