Director of Personal Finance

MAI Capital Management provided pay range

This range is provided by MAI Capital Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $160,000.00/yr

GENERAL JOB DESCRIPTION

The Director of Personal Finance – Sports Division leads the firm’s athlete-focused Personal Finance platform. This leader builds and manages a team that provides financial coaching, education, and budgeting support for professional athletes and entertainers — empowering clients to make sound financial decisions early in their careers while laying the foundation for lifelong advisory relationships.

The role also serves as a training and development hub for the next generation of advisors, combining client-facing impact with advisor mentorship and firmwide integration.

This position can be located in our Headquarters near Cleveland, OH; our office in San Ramon, CA; or remotely in the United States.

MAJOR DUTIES AND RESPONSIBILITIES

• Develop and execute the vision for the Sports Personal Finance Division as both a shared service for advisors and a developmental pathway for emerging advisors.
• Manage a team of emerging advisors, providing support and financial coaching for professional athletes and entertainers.
• Establish clear service models, workflows, and metrics for client readiness, advisor efficiency, and long-term client retention.
• Collaborate with leaders in Tax, Investments, and Client Accounting to ensure coordinated delivery across the firm.
• Represent the firm externally with leagues, player associations, and sports organizations as a credible educational partner.
• Client Engagement & Program Oversight
• Oversee the delivery of financial education, budgeting, and cash-flow management programs for athletes and entertainers.
• Ensure consistent quality, compliance, and client experience across all engagements.
• Create “graduation criteria” for clients transitioning from financial coaching into full advisory relationships.
• Develop tools and dashboards to measure client progress (e.g., Financial Readiness Scores).
• Build and oversee a structured advisor apprenticeship program, preparing new talent to serve high-profile sports and entertainment clients.
• Mentor analysts, planners, and associate advisors through training in personal finance, communication, and behavioral coaching.
• Collaborate with the firm’s Advisor Development Committee to align curriculum and career progression.
• Operational Excellence
• Establish repeatable systems for onboarding, billing, and referral workflows in partnership with operations.
• Track division performance metrics: advisor adoption, client retention, and training outcomes.
• Build scalable processes that integrate seamlessly with the firm’s CRM and compliance infrastructure.
• Cultural & Brand Stewardship
• Model the firm’s mission of stewardship and generational impact.
• Reinforce a culture of learning, humility, and service across all levels of the division.
• Serve as a visible brand ambassador for financial literacy and athlete development.

EXPERIENCE/CREDENTIALS

• 10+ years in wealth management, athlete advisory, or financial coaching; experience building programs and leading teams
• Proven success working with athletes, entertainers, or clients with irregular/volatile income
• Bachelor’s degree required; advanced degree (MBA, behavioral finance, education) preferred
• Demonstrated ability to lead, mentor, and develop advisors or coaches
• Familiarity with CRM systems, financial planning software, and personal finance tools
• Deep understanding of athlete lifestyle, team dynamics, and financial decision patterns

COMPETENCIES

• Exceptional presentation and relationship-building skills with clients, advisors, and partners
• Mission-driven educator who believes in financial stewardship and generational impact
• Empathetic communicator able to relate to athletes, agents, and advisors
• Strategic integrator who builds scalable systems while nurturing personal connection
• Confident public speaker and teacher comfortable representing the firm at major events
• Coach and mentor who leads through influence, not authority

FEATURED BENEFITS:

• Discretionary Bonus
• Medical Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Tuition Reimbursement

Seniority level

• Director

Employment type

• Full-time

Job function

• Finance and Sales