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Associate Managing Director

Confidential

Associate Managing Director

About the Company

Market-shaping provider of financial & asset management services

Industry
Financial Services

Type
Public Company

Founded
1875

Employees
10,001+

Categories

  • Finance
  • Insurance
  • Financial Services
  • Asset Management
  • Real Estate
  • B2B
  • Consulting & Professional Services
  • Enterprise
  • Financial Planning
  • Financial Exchanges
  • Retirement
  • Health Care
  • Savings & Investing
  • Funds

Specialties

  • financial services
  • investment management
  • life insurance
  • retirement benefits
  • group benefits
  • annuities
  • mutual funds
  • technology
  • financial wellness
  • inclusive culture
  • and purpose driven organization

Business Classifications

  • B2B
  • Enterprise

About the Role

The Company is seeking an Associate Managing Director to help drive advisor growth, development, and retention. The role partners with senior leadership and recruiting teams to attract experienced financial advisors, build candidate relationships, and support successful hiring and transitions. Responsibilities include coaching advisors on practice growth, financial planning, investments, and business development; supporting onboarding and productivity; and strengthening engagement and retention. The Associate Managing Director also uses market intelligence and performance data to inform strategy and advance business priorities. Candidates should have significant experience in wealth management, financial services leadership, advisor development, or advisor recruiting, with a proven record of attracting experienced advisors. Strong knowledge of financial planning, investments, advisory platforms, and practice management is required, along with excellent analytical, communication, coaching, relationship-building, and execution skills. A bachelor’s degree is preferred, as are Series 7 and 66 registrations and professional designations such as CFP, ChFC, or CLU. Series 6 and 65 registrations and a Life and Health insurance license are required.

Hiring Manager Title
Managing Director

Functions

  • Operations
  • Business Development
Confidential
Vacancy posted 5 days ago
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