Managing Director - Financial Services Player - Coach Role

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 grow your 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 in managing a team of financial professionals
• Experience in building and growing a personal book of business
• Strong leadership skills and ability to mentor others
• Ability to work collaboratively within a team environment
• Exceptional communication and interpersonal skills

Qualifications

• Bachelor's degree in finance, economics, or related field
• Minimum 5 years of relevant experience in financial services
• Passionate about providing holistic, high-quality advice to clients

Skills

• Strategic thinking and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Strong organizational and time management skills

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