Managing Director, Financial Services & Branch Development
Confidential
Managing Director, Financial Services & Branch Development
About the Company
Dynamic financial planning firm
Industry
Financial Services
Type
Privately Held
Employees
51-200
About the Role
The Company is seeking a Managing Director to grow a personal financial services practice while building and leading a high-performing team. Responsibilities include recruiting at least eight Financial Professionals annually, training and developing advisors, and improving team performance and retention through coaching, mentorship, and accountability. The Managing Director will maintain personal production in life insurance and annuities, provide clients with comprehensive, needs-based financial strategies, and collaborate with internal specialists and external professionals on complex cases. The role also involves fostering a professional, growth-oriented culture focused on client service. Candidates should have a proven record of recruiting and leading teams in financial services, along with a strong personal production history; experience in life insurance and/or annuities is required. The position calls for an entrepreneurial mindset, the ability to attract and develop talent, and strong communication and relationship-building skills. Candidates should demonstrate professionalism, drive, and accountability, and be prepared to balance team leadership with consistent personal production.
Hiring Manager Title
Chief Executive Officer (CEO)
Functions
- Sales/Revenue
- Business Development
Vacancy posted 1 day ago
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