Managing Director Financial Services

Job Description

Job Description

At Financial Architects Inc, we're dedicated to empowering clients with financial clarity and stability. As our Managing Director of Financial Services, you’ll play a pivotal role in shaping financial futures. You'll lead a team of Financial Representatives, guiding them at every stage of their careers. Your leadership will directly contribute to the marketing, growth, and development of our firm, ensuring our mission of creating fulfilling financial lives is realized for clients.

We offer competitive compensation starting at $138,000, with benefits that include medical, dental, and vision insurance, and a 401(k) with up to a three percent match. You'll also have access to a Flexible Spending Account, disability coverage, and a generous pension plan. If you’re ready to lead with innovation and foster a collaborative, inclusive culture, we’d love to hear from you. Join us, and let’s build a future where financial success is accessible to all. Compensation:

$138,000 + BOE

Responsibilities:

• Lead and inspire a team of Financial Representatives, fostering a culture of growth and collaboration.
• Develop and implement strategic plans to drive the marketing and expansion of our financial services.
• Ensure the delivery of exceptional client service, building trust and long-term relationships.
• Monitor and evaluate the performance of team members, providing constructive feedback and support.
• Collaborate with senior leadership to align departmental goals with the company's mission and vision.
• Oversee financial operations, ensuring compliance with industry regulations and company policies.
• Identify and pursue new business opportunities to enhance our service offerings and client base in Des Moines, IA and beyond.

Qualifications:

• College degree or equivalent work experience.
• Professional designations such as CLU, ChFC, or CFP.
• NASD 7 or 6 (REQUIRED).
• 4-6 years of insurance industry sales experience, including 3-5 years of field management or agency distribution system. (REQUIRED).
• Demonstrated experience and success in building financial services firms and recruitment. (REQUIRED).
• Proven track record of leading diverse teams to achieve strategic goals.
• Experience in developing and executing marketing strategies that drive growth.
• Ability to mentor and support professionals at various career stages.
• Strong collaboration skills to align with firm-wide objectives and initiatives.
• Experience in recruitment processes, with a focus on attracting top industry talent.
• Ability to analyze performance metrics and provide constructive feedback.
• Demonstrated ability to cultivate strong client and stakeholder relationships.

About Company

At Financial Architects Inc, our mission is to provide systems that help clients create a financial plan and manage their money in a structured and coordinated way. We offer practical financial strategies designed to improve organization and clarity. Ultimately, we aim to support clients in creating stable and fulfilling financial lives.