Managing Director - Financial Services

About the role

We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This unique opportunity allows you to continue building your personal book of business while also mentoring and leading a team of financial professionals.

Responsibilities

• Mentor and lead a team of financial professionals
• Collaborate closely with a team of top-tier professionals bringing specialized expertise to the table
• Build and maintain a strong personal book of business
• Stay focused on high-impact activities like client meetings, business development, and team coaching
• Generate consistent leads using proven marketing lanes

Requirements

• Proven track record of success in a similar role
• Experience in financial services or related field
• Strong leadership and mentorship skills
• Ability to build and maintain a strong personal book of business
• Excellent communication and interpersonal skills

Qualifications

• Bachelor's degree in finance, economics, or a related field
• Minimum 5 years of relevant work experience
• Passion for helping others grow professionally

Skills

• Exceptional interpersonal and communication skills
• Strong organizational and time management skills
• Ability to build and maintain relationships with clients and colleagues
• Proficiency in financial analysis and planning

Benefits

• Family-like culture with low turnover
• Active involvement of leadership team in recruiting top talent
• Access to proven marketing lanes

Pay

$100,000 - $200,000+ Base + Commission

Schedule

Full-time position