Managing Director, Financial Services

Confidential

Charlotte, NC

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 Charlotte, NC vacancy

Investment Banking Managing Director
$275k
...capital raising and strategic advisory services to entrepreneurs, family-owned... ...market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest... ...nationally and seeking to hire experienced Managing Directors throughout our various industry groups...
Suggested
Full time
Work at office
Local area
Remote work
Flexible hours
MUFG
Charlotte, NC
4 days ago
Industry Marketing Director, Financial Services
Industry Marketing Director, Financial Services Position OverviewIntapp's financial services business spans private capital markets, investment banking... ...conference content that builds Intapp's credibility with Managing Partners, CFOs, COOs, and Heads of Deal Teams at target...
Suggested
Full time
Local area
Flexible hours
Intapp
Charlotte, NC
6 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 organizations most...
Suggested
Full time
H1b
Work at office
Remote work
Relocation package
Flexible hours
USAA
Charlotte, NC
13 days ago
VP, Strategic Finance - highly acquisitive PE backed platform
...provider of mission-critical services across the lifecycle of the... ...operating leadership, Board of Directors, and private equity sponsor.... ...will help establish the financial infrastructure, reporting, KPIs... ...budgeting, dashboards, and management reporting. Develop and...
Suggested
Full time
CarterPierce, INC.
Charlotte, NC
3 days ago
Sales Director - Financial Services - Banking
Accenture is a leading global professional services company that helps the world’s leading... ...our services.As a Sales Capture Senior Manager you will originate, shape, sell and close... ...of 5 years of sales experience selling financial services opportunitiesMinimum of 2 years...
Suggested
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Charlotte, NC
5 days ago
Treasury Sales Group Manager - Mid Corporate Banking- Executive Director
...the right team. As a Treasury Sales Group Manager in Commercial Banking, you will lead and... ...partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and... ...skills JPMorganChase, one of the oldest financial institutions, offers innovative financial...
JP Morgan Chase
Charlotte, NC
5 days ago
Managing Director - Principal Financial Network (Charlotte)
$94k - $171k
...role leads and consults with financial professionals to help them... ...business conduct, and expense management in accordance with business... ...and pass exams.Sr. Managing Director (above qualifications apply... ...purpose-led future for financial services - and that starts with you....
Hourly pay
Permanent employment
Temporary work
Work experience placement
H1b
Work at office
Night shift
Principal Financial Group
Charlotte, NC
2 days ago
Finance and insurance manager
$50k - $55k
...revenue-driven Finance & Insurance (F&I) Manager to join our growing team in the... ...bridge the gap between our sales team, financial institutions, and customers. You will lead... ...tailored auto financing options, extended service contracts, credit protection, and insurance...
Permanent employment
Contract work
Temporary work
Work experience placement
Local area
Shift work
Randstad
Charlotte, NC
1 day ago
Senior Vice President, Chief Privacy Officer
$240k - $290k
...intention and discover what’s possible, LPL Financial invites you to apply today.LPL Financial... ..., ensuring the organization effectively manages privacy and information-related risks... ...regulations impacting financial services organizations, including GLBA, Regulation...
Full time
Work from home
LPL Financial
Charlotte, NC
2 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
Charlotte, NC
5 days ago
Manager - Financial Advisory Services
...professional developmentFinancial support: Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement: Monthly social... ...matching, and great people!What you'll be doing as an Advisory Manager Consultant:Reporting to the leadership of our financial...
Full time
Work at office
Embark Consulting
Charlotte, NC
2 days ago
Finance & Insurance Manager
...Finance & Insurance Manager ZT Auto Luxury Charlotte, LLC. (McLaren Charlotte and Rolls... ...and insurance products, including service contracts, GAP protection, and other ancillary... ...of customer satisfaction by explaining financial products clearly and honestly. Review...
Local area
Remote work
ZT Corporate
Charlotte, NC
1 day ago
Tax Senior Manager - Financial Services
...Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices... ...CPA firm.Job SummaryWe are looking for a Tax Senior Manager to join our Financial Services Practice group. This candidate will consult on complex...
Full time
Contract work
Work at office
Flexible hours
Elliot Davis
Charlotte, NC
2 days ago
Finance and Insurance Manager
...Finance & Insurance Manager Our client is seeking an energetic, detail-oriented, and... ...bridge the gap between our sales team, financial institutions, and customers. You will lead... ...tailored auto financing options, extended service contracts, credit protection, and...
Randstad
Charlotte, NC
2 days ago
Tax Manager - Financial Services
...Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices... ...and our communities. Job SummaryWe are looking for a Tax Manager to join our Financial Services Practice group. This candidate will consult on...
Full time
Contract work
Work at office
Flexible hours
Elliot Davis
Charlotte, NC
2 days ago
Finance and Insurance Manager
...Offer: ~ Employee referral program ~ Growth from Within, Management Opportunities ~ Flexible Scheduling ~ Health insurance ~... ...of professional morals, ethics, and excellent customer service Work closely with the sales team on enforcement of proper selling...
Local area
Flexible hours
Volkswagen of South Charlotte
Charlotte, NC
4 days ago
Executive Director, Financial Lines
...Executive Director, Financial Lines About the Company Growing insurance brokerage specializing in financial lines and executive liability... .... The ideal candidate will have a strong background in managing client portfolios, be adept at negotiation, and possess excellent...
Confidential
Charlotte, NC
1 day ago
VP Chief Credit Officer Ameriprise Bank
$210.5k - $289.5k
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.... ...with executive leadership and the Board of Directors.ResponsibilitiesLead bank credit strategy, policy...
Full time
H1b
Work at office
Work from home
Visa sponsorship
1 day per week
Ameriprise Financial
Charlotte, NC
2 days ago
Insurance Tax Manager
$99k - $266k
...SummaryThe OpportunityAs an Insurance Tax Manager, you will play a pivotal role in guiding... ...this role, you will review and analyze financial data, prepare and file tax returns, and... ...Embracing change and innovation in tax services- Managing projects with strategic planning...
Full time
H1b
PwC
Charlotte, NC
3 days ago
Director, Business Development (Financial Services)
$132k - $150k
...a better world by combining world class services, advisory and technology for our clients... ...Commercial Real Estate, CPOs, Category Managers responsible for Corporate Real Estate/Technology... ...pipeline in, or selling to, the Financial Services industry.Demonstrated ability to...
Full time
Contract work
Local area
Remote work
Jones Lang LaSalle
Charlotte, NC
2 days ago
Tax Senior Manager - Financial Services
...Tax Senior Manager - Financial Services - Charlotte, NC A highly experienced tax professional with 7+ years of public accounting experience and strong ASC 740 and corporate tax expertise. Lead complex tax consulting and compliance engagements for financial institutions...
Full time
Immediate start
NorthPoint Search Group Inc
Charlotte, NC
1 day ago
Business Performance Improvement - Finance & Performance Management (Financial Services) Director
$211.2k
...REQUISITIONBusiness Performance Improvement - Finance & Performance Management (Financial Services) DirectorLOCATIONDALLASADDITIONAL LOCATION(S)CHARLOTTE,... ...Performance Improvement (BPI) practice is seeking a Director to join our growing Financial Services team. What You Can...
Full time
Temporary work
Work at office
Remote work
Home office
Protiviti
Charlotte, NC
3 days ago
Director/Managing Director/Senior Managing Director - Forensic Accounting & Damages
$157k - $265k
...professional to join our dispute resolution practice at the Director, Managing Director, or Senior Managing Director level. This individual... ...ensure that all deliverables align with the client’s legal and financial objectives.Expert Reporting & Testimony: Direct the drafting...
Full time
For contractors
MBP
Charlotte, NC
3 days ago
Vice President, Financial Planning Director (Southeast Region)
...research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts,... ..., and planners dedicated to supporting financial advisors and their clients. Led by the... ...to excellence, our Financial Planning Directors empower Financial Advisors and clients...
Temporary work
Work at office
Local area
Morgan Stanley
Charlotte, NC
5 days ago
Chief Executive Officer - Executive Director - MedDerm Spa
...Charlotte Skin & Laser Executive Director/CEO Job Description... ...well as cosmetic and esthetic services located in the heart of Charlotte... ...excellence, regulatory compliance, financial performance, and culture,... ...senior leadership and managers Problem Solver who can think...
Full time
Local area
Charlotte Skin & Laser
Charlotte, NC
18 hours ago
Executive Director
$90k - $100k
...Executive Director About NXT | CLT NXT | CLT is a Charlotte... ...operating under Junction Business Services, NXT | CLT strengthens... ...the organization’s strategic, financial, operational, programmatic,... ...Financial and Operational Management Maintain responsibility for...
Full time
For contractors
The Batten Group - Executive Search
Charlotte, NC
4 days ago
Project Executive, Data Center / Mission Critical / Manufacturing Construction
...role, you will develop new and service existing clients, support... ...within approved budget goals. Manage client relationships from initial... ..., General Managers, Director of Operations, and the VP/Manager... ...exceed client needs. Strong financial skills including budgeting, forecasting...
Full time
For subcontractor
Casual work
Work at office
Graycor
Charlotte, NC
2 days ago
Executive IT Suppoort
...Knowledge of Wi-Fi/home networking and internet connectivity. ~ C-suite/executive support experience strongly preferred. ~ Excellent communication and customer-service skills. ~ Ability to stay calm under pressure and explain technical issues in simple terms....
Full time
Work at office
Remote work
Mastech
Charlotte, NC
2 days ago
Chief Financial and Operations Officer
...relationships, a deep commitment to community and service, and a distinctive culture of innovation... ...buildings - 28 Additional Stats Financial aid budget: $9.4M Endowment - $86M... ...healthy reserves, and prudent resource management have long defined Country Day. The next...
For contractors
Work at office
Shift work
TrulyHired
Charlotte, NC
5 days ago
Claims Supervisor
...close proximity to the Richmond Branch Office, however the hiring manager will consider candidates near the branches listed above.Manages... ...a resource for answering claims questions, provides additional services as required and takes action as necessary. Reviews claim...
Live in
Work at office
Erie Insurance Group
Charlotte, NC
1 day ago

Do you want to receive more vacancies?

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