Managing Director, Financial Planning

Spire Outsourcing helps financial professionals save time, increase efficiency, and deliver high-quality financial plans to their clients. Developed by experienced CFP® professionals, Spire acts as an extension of advisory teams by providing comprehensive financial plan construction and support, allowing advisors to focus on growing their businesses and strengthening client relationships.

Responsibilities

• Strategic Leadership
  • Develop and execute Spire's strategic growth plan and annual operating budget.
  • Partner with executive leadership to enhance service offerings and drive business expansion.
  • Monitor financial performance and provide insights and recommendations to stakeholders.
  • Lead initiatives that improve operational efficiency, scalability, and client outcomes.
• Business Development
  • Create and implement business development strategies that support annual revenue goals.
  • Build relationships with RIAs, financial advisors, enterprises, and industry partners.
  • Expand market awareness and adoption of Spire Outsourcing services.
  • Identify opportunities to strengthen the firm's market position and industry presence.
• Client Experience
  • Develop and maintain trusted relationships with clients and key stakeholders.
  • Participate in client meetings, presentations, and strategic reviews.
  • Ensure consistent delivery of high-quality financial planning solutions.
  • Champion client satisfaction and long-term retention.
• Team Leadership
  • Recruit, mentor, and lead financial planning professionals.
  • Foster a culture of collaboration, innovation, and accountability.
  • Promote ongoing professional development and industry education.
  • Support the implementation of technologies and processes that improve service delivery.
• Industry Expertise
  • Stay informed regarding financial planning trends, regulatory developments, and best practices.
  • Evaluate and implement new tools, methodologies, and technologies to strengthen service offerings.
  • Represent Spire at industry events, conferences, and networking opportunities.

Requirements

• 10+ years of financial planning, wealth management, consulting, or related leadership experience.
• Demonstrated success in business development and revenue growth.
• Experience leading teams and managing strategic initiatives.
• Strong understanding of financial planning processes and advisor needs.
• CFP® designation or equivalent professional designation required.
• FINRA Series 7 and Series 66 licenses required.

Benefits

• Premium benefit package including medical, vision, dental, life, and long-term disability insurance.
• Vacation and sick time.
• 401K retirement plan with company matching program.
• Eleven paid holidays.

Location: Remote, Phoenix, AZ, or Fairfield, IA