Managing Director, Financial Services

Confidential

San Antonio, TX

Managing Director, Financial Services

About the Company

Established financial services platform with infrastructure, specialists, and support to help advisors scale.

Industry
Financial Services

Type
Privately Held

About the Role

The Company is seeking a Managing Director for Financial Services with a strong background in the industry to lead and build a significant organization. The successful candidate will be responsible for recruiting and attracting full-time financial professionals and advisors, as well as coaching and developing them to drive productivity, professional development, and overall organizational growth. This role requires the establishment of clear expectations and accountability, the identification and development of future managers and leaders, and the ability to drive growth across various financial planning opportunities. The ideal candidate will have a minimum of 3 years' experience in a financial services management or leadership role, a proven track record in recruiting, developing, and retaining financial professionals, and a strong understanding of life insurance and retirement strategies. Applicants for the Managing Director position at the company should have a background in life insurance, retirement planning, financial advising, wealth management, or a related financial services distribution environment. Experience in leading a team, agency, office, market, or advisor organization, as well as a demonstrated ability to drive advisor productivity and organizational growth, is essential. The role also requires an active Life & Health insurance license, with additional industry licenses and professional designations viewed favorably. While not mandatory, exposure to investments, advisory business, and AUM is considered a strong plus. The successful candidate will be expected to build and maintain a culture centered on growth, professionalism, relationships, service, and performance, and to represent the company professionally within the financial services industry and marketplace.

Functions

Finance
Business Development

Confidential

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Managing Director, Financial Services in San Antonio, TX vacancy

Executive Director, Financial Operations - Ambulatory Services
...is seeking an experienced healthcare financial professional to help drive the... ...our physician network and ambulatory services. This position offers the opportunity... ...Ambulatory Clinic administration, Medical Directors, and facility managers, as well as University Health...
Suggested
San Antonio, TX
7 days ago
Executive Director, Risk Management - Life Insurance
$169.88k - $305.78k
...mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1... ...Insurance Company (LifeCo), the Executive Director, Risk Management will lead several of the organization's...
Suggested
Full time
H1b
Work at office
Remote work
Home office
Relocation package
Free visa
Flexible hours
USAA - United Services Automobile Association
San Antonio, TX
13 days ago
Executive Director, Risk Management, Life Insurance
...Executive Director, Risk Management, Life Insurance About the Company Large provider of banking, insurance & investment services Industry Financial Services Type Privately Held Founded 1922 Employees 10,001+ Categories Banking Commercial...
Suggested
Confidential
San Antonio, TX
2 days ago
VP of Finance
...maintenance of its fiscal records, timely preparations of financial and management reports, general accounting, cost accounting, cash flows analyses... ..., and objectives established by the CEO and the Board of Directors. DEPARTMENT: Accounting DUTIES AND RESPONSIBILITIES...
Suggested
Full time
Work at office
Relocation
Shift work
San Antonio Board of REALTORS
San Antonio, TX
3 days ago
Vice President, Heart & Vascular Services
...with new hospitals and growing specialty services, we are seeking a visionary Vice... ...services. Ensuring operational excellence, financial stewardship, and sustainable program growth... ..., quality improvement, and financial management within a large health system. Preferred...
Suggested
University Health
San Antonio, TX
21 hours ago
Claims Litigation Manager- Auto
$85.04k - $162.55k
...Claims Litigation Manager- Auto At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the... ...of the USAA Board of Directors. At USAA our employees enjoy...
Contract work
Work experience placement
H1b
Work at office
Remote work
Relocation package
3 days per week
USAA
San Antonio, TX
4 days ago
Vice President, Executive Search & Business Development
...9 Employees 1-10 Categories Consulting & Professional Services Human Resources Consulting Marketing Recruiting... ...candidate will serve as the primary strategic partner to clients, managing a full book of concurrent searches with a high level of organization...
Confidential
San Antonio, TX
5 days ago
Claims Supervisor
...supervisory experience preferred. Medicaid, Medicare and Commercial claims experience is required. Three (3) or more years’ experience project coordination in a managed care environment is preferred. Proficiency in Word, Excel, and Powerpoint, is required....
University Health
San Antonio, TX
3 days ago
Claims Supervisor
...claims, training employees, and overseeing the department in management's absence. Why you'll love this role: This role allows... ...four (3-4) years high-level call center, telemarketing, customer service, quality auditing, or related experience, which includes one (...
SWBC
San Antonio, TX
3 days ago
Financial Services Manager
...Description This position is responsible for leading, overseeing and optimizing collections within Holt Group. Additionally, the Financial Services Manager is responsible for maintaining a strong DSO and mitigating losses while delivering Legendary Customer Service to internal...
Work at office
HOLT Group
San Antonio, TX
25 days ago
Survey Crew Chief
Overview Colliers Engineering & Design is seeking a Crew Chief to join our growing Survey team in San Antonio, TX. Our professionals perform terrestrial and boundary surveys, construction stakeouts and as-built surveys for existing and new residential and commercial...
Temporary work
Work at office
Local area
Colliers Engineering & Design
San Antonio, TX
21 hours ago
Board Member (Working Board)
...to inspire members to embrace selfless service by actively volunteering to support women... ...best practices. Support the Executive Director or leadership team with guidance,... ...key areas such as fundraising, nonprofit management, finance, marketing, social services, community...
FRIENDSHIP IS THE NEW PRETTY 2, INC
San Antonio, TX
2 days ago
Leadership Board Member
...program by: Providing input and direction to the program director as he/she manages the day-to-day operations of the program Assisting with... ...scheduled meetings Commit to a minimum of one year of service Be consistent in prayer for the local program Note:...
Local area
LifeWise Academy
San Antonio, TX
21 hours ago
Chief of Staff, Revenue Operations
...Employees 201-500 Categories Information Technology & Services Technology Specialties customer support customer service... ...go-to-market operating rhythm, leading core GTM execution, and managing a lean team to elevate RevOps from a tactical function to a strategic...
Confidential
San Antonio, TX
5 days ago
Chief of Staff, Business Operations
...Clinics Outpatient About the Role The Company is seeking a Business Operations Director & Chief of Staff to play a pivotal role in the strategic and operational management of the organization. The successful candidate will be responsible for the company's strategic...
Confidential
San Antonio, TX
4 days ago
Chief of Staff, Operations, Marketing, Advertising & eCommerce
...Leadership Team. This pivotal role is focused on amplifying the CEO's and SLT's effectiveness, particularly in the areas of time management, decision-making, and execution. The successful candidate will be a trusted partner, gatekeeper, and execution lead, with a strong...
Confidential
San Antonio, TX
4 days ago
Project Executive
...JOB DESCRIPTION: PROJECT EXECUTIVE SUMMARY: This position is responsible for coordinating and managing all the necessary resources throughout the entire project and team from start-up through closeout, and ensuring that both the Owner's expectations and budgetary...
Contract work
For subcontractor
Work at office
Worldwide
Guido Companies
San Antonio, TX
4 days ago
Managing Partner in Training
...MANAGING PARTNER IN TRAINING Full Time, Salary Job Family: Operations Location:... ...resolution of concerns, delivering exceptional service, and maintaining a clean, fully... ...or similar software Ability to invest financially in Managing Partner opportunity Physical...
Full time
Temporary work
Local area
Crunch Fitness
San Antonio, TX
4 days ago
Crew Chief
...damage, mold damage, fire damage, and moving/storage problems. We work with homeowners and commercial companies in need of these services. We are experience you can trust! The Crew Chief position supervises and self-perform work on jobs. The ideal candidate will ensure...
Temporary work
For contractors
For subcontractor
Central Transportation Systems
San Antonio, TX
21 hours ago
Executive Director Dialysis
...and compassionate leader to guide our Dialysis Services team. Position Overview : As the Executive Director of Dialysis Services , you will oversee the administration... ...work environment. Budget and Planning : Manage operational and capital budgets, ensuring...
Relocation package
University Health
San Antonio, TX
more than 2 months ago
Project Executive
...manner to include Project Status Report, financial reports, and project schedules. Lead... ...approve progress payments & change orders. Manage the client relationship with the aim of... .../ facilities management consulting services in addition to construction management services...
Contract work
Temporary work
For contractors
For subcontractor
Work at office
Local area
Flexible hours
Layton Construction Inc
San Antonio, TX
1 day ago
Crew Chief
...adherence to project plans, and effective communication with project managers and crew members. Job Responsibilities Lead and... ...Minimum of 3-5 years of experience in construction or utility services, with at least 1-2 years in a leadership or supervisory role....
Weekly pay
PRIM
San Antonio, TX
21 hours ago
Crew Chief
RRC is seeking a talented Survey Crew Chief to help us build the future of U.S. energy production from our San Antonio, Texas office. Founded in 2007, RRC provides a culture where employees are valued while contributing to meaningful projects. This is an opportunity to...
Full time
Work at office
Long distance
Flexible hours
RRC Companies
San Antonio, TX
4 days ago
Executive Director, Facilities Management
...POSITION SUMMARY/RESPONSIBILITIES Manages all University Health Facilities Departments including the Community Hospital Facilities Departments ensuring appropriate management concepts, techniques, and tools are maintained at a high level with maximum results. Provides...
University Health
San Antonio, TX
21 hours ago
Insurance Manager
...looking for an ambitious Insurance Sales Manager who is ready to lead a high-performing... ...skills needed for long term growth and financial stability. This is more than a management... ...collaboration, and exceptional customer service. Recruit, mentor, and train team members...
Flexible hours
Afternoon shift
Farmers Insurance Greater San Antonio Area
San Antonio, TX
25 days ago
President, Chief Officer, Vice President, Director
...President, Chief Officer, Vice President, Director About the Company High-growth digital businesses seeking AI-driven operators... ...execute, and are passionate about driving outcomes. Hiring Manager Title CEO Functions CEO/President Business Development...
Casual work
Confidential
San Antonio, TX
4 days ago
Chief Human Resources Officer
...portfolio of responsibilities, including talent acquisition, talent management and development, employee relations, compensation and benefits... ...are supported with training and skills to be proactive and service-oriented. Working closely with other university leaders, the...
Confidential
San Antonio, TX
2 days ago
Division Chief of Maternal and Fetal Medicine in San Antonio, Texas
...supported by four (4) nurse practitioners and four (4) genetic counselors. This is a primarily outpatient practice that provides consult service for inpatient women’s services at CHRISTUS Children’s. They have partnered with a telemedicine company to provide inpatient...
Permanent employment
Temporary work
Work at office
Curative
San Antonio, TX
25 days ago
Managing Director of Finance & Operations
...Managing Director of Finance & Operations About the Company Acclaimed independent publisher... ...can continue to deliver exceptional service to its community. The Managing Director... ...oriented leader with expertise in budgeting, financial management, accounting, operations, and...
Confidential
San Antonio, TX
4 days ago
TRICARE Support Executive
...beneficiaries based around the world, either current or former members of the US military and their families, who want to access medical services. Schedule: Training will be for the first 6 weeks M-F (8A-5P). After 6 weeks of training, this team then will break out into...
Full time
Work experience placement
Work at office
Local area
Overseas
Shift work
Night shift
Weekend work
Day shift
International SOS
San Antonio, TX
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Financial Services. Be the first to apply!