Financial Finesse Hires Key Accounts Director for PoweredBy Retirement Side

Financial Finesse has appointed Susan Weeks as director of Key Accounts for its PoweredBy Retirement business.

Weeks joins Financial Finesse to lead strategic partnerships across the retirement market. In her new role, she will focus on helping retirement plan providers and asset managers grow and differentiate their programs by bundling financial coaching programs into their existing services. 

Financial Finesse’s PoweredBy model enables large financial institutions and fintech partners to integrate the company’s independent coaching platform into their own solutions.

“A strong financial wellness offering is becoming a must-have differentiator and growth enabler for record keepers, asset managers and retirement plan advisory practices,” said Todd Lacey, president of Financial Finesse. “PoweredBy Retirement combines the best of AI, fintech, and human coaching to create a new model of collaboration. It empowers advisors and record keepers to scale personal financial guidance while maintaining trust, objectivity, and compliance. Susan’s leadership will help us meet the growing demand for customized wellness solutions.”

“I’m thrilled to join Financial Finesse at such a pivotal time,” said Weeks. “Retirement plan record keepers, asset managers and advisors are looking for meaningful ways to deliver differentiated value. By combining cutting-edge technology with the power of human coaching, we’re making it possible for every employee to receive the personalized guidance they need to achieve lasting financial well-being while strengthening the partnerships that make our industry thrive.”

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