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. Working with senior leadership, the role will attract experienced financial advisors, support their evaluation and transition, and coach them on practice growth, business development, and wealth management. Responsibilities include strengthening advisor engagement and productivity, coordinating onboarding across internal teams, and using market intelligence and performance data to advance business priorities. Success will be measured by advisor recruitment, onboarding, productivity, retention, and overall business growth. Candidates should have significant experience in wealth management, financial services leadership, advisor development, or 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, and relationship-building skills. A bachelor’s degree is preferred. Series 6 and 65 registrations and a Life/Health insurance license are required; Series 7 and 66 registrations and designations such as CFP, ChFC, or CLU are preferred.
Hiring Manager Title
Managing Director
Functions
- Operations
- Business Development
Vacancy posted 23 hours ago
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