Center of Excellence Case Design Specialist

Location Designation: Fully Remote

Role Overview

• This role sits in the Financial Guidance Center of Excellence (FG CoE), in the Field Experience Value Stream, focused on enabling advisors to deliver holistic, protection-first financial guidance at scale.
• The Case Design Specialist operates at the intersection of advisor enablement and case execution, helping advisors move from client engagement to implemented solutions through structured, high-quality financial planning support.
• This role serves as a key enabler of Protection Powered Growth to translate financial planning strategy into actionable case design, accelerate advisor capability, and improve client outcomes.
• This role does not directly manage client relationships but instead enables advisors and field leaders to deliver high-quality financial guidance and case execution.
• The role leverages emerging AI capabilities to enhance case design, improve advisor efficiency, and support scalable delivery of financial planning across the field
• Partner with advisors and field leaders to co-develop and advance complex cases from intake to implementation
• Improve case velocity, quality, and close rates
• Build repeatable case design frameworks that scale across the field
• Support scaling of holistic financial guidance and case design capabilities across the field through repeatable frameworks, advisor enablement, and AI-enabled workflows

What You’ll Do

• Case Design & Execution Excellence

This role focuses on enabling advisor success through case design, planning and guidance support, and capability development rather than direct client ownership.

• Partner with Advisors and Field Managers to co-develop and advance complex financial planning cases
• Deliver holistic, protection-first case strategies spanning protection, accumulation, and legacy planning
• Improve case quality, velocity, and close rates
• Support cases from intake through implementation, ensuring clarity, accuracy, and alignment with client goals
• Driving Protection Powered Growth
• Embed protection-first planning principles into case designs
• Support advisors in identifying opportunities to expand the client relationship
• Support advisors in identifying opportunities to expand the client relationship
• Reinforce outcome-based planning frameworks that improve long-term client value

3 . Advisor & Field Enablement

• Coach advisors and Field managers on:

• Identifying holistic planning opportunities
• Structuring effective client conversations

• Advancing cases to implementation

• Support field training and enablement efforts, including office hours, case reviews, and playbooks
• Help build advisor confidence and capability in delivering comprehensive financial guidance
• AI-Enabled Planning & Innovation
• Leverage AI tools to enhance case design, research, and planning outputs
• Identify opportunities to use AI to improve case speed, quality, and scalability
• Partner with Tech & Data to test and refine AI-supported workflows for financial guidance, case development, and advisor decision support

Success Measures Success In This Role Will Be Measured Through

• Advisor adoption and repeat engagement with FG CoE
• Case-to-close conversion rates
• Case turnaround time and throughput
• Multi-product solutions per household
• Advisor productivity (e.g., FYC impact, case rate growth)
• Quality and scalability of case design frameworks

Required What You’ll Bring:

• CFP® designation strongly preferred (or progress toward certification)
• ChFC or equivalent advanced planning designation
• Experience with eMoney preferred
• Proven experience in financial planning, case design, or advanced sales support
• Strong understanding of holistic financial planning concepts (protection, accumulation, legacy)
• Ability to analyze financial information and translate into client-ready strategies
• Experience working with or supporting financial advisors and field organizations
• Valid Securities Licenses
• Strong collaboration and influence skills in a matrixed environment
• High attention to detail and strong analytical capabilities
• Experience developing training content or coaching advisors
• Familiarity with CRM systems, financial planning tools, and Microsoft Office suite
• Experience leveraging AI tools (e.g., ChatGPT, Copilot, Claude, Gemini or similar platforms) to enhance analysis, content creation, or workflow efficiency

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