Managing Director, Financial Services & Branch Development
Hiring Company
About the Role
Greater New York City, NY Area (Hybrid)
The Company is seeking a Managing Director to grow a personal financial services practice while building and leading a team of Financial Professionals. Responsibilities include recruiting at least eight professionals annually, training and developing advisors, and improving team performance through coaching, mentorship, and accountability. The Managing Director will maintain personal production in life insurance and annuities, deliver comprehensive needs-based financial strategies, and collaborate with internal specialists and external professionals on complex client matters. The role also involves fostering a professional, growth-oriented, client-focused team culture. Candidates should have a proven record of recruiting and leading teams in financial services, along with a strong personal production history; experience in life insurance and/or annuities is required. An entrepreneurial mindset, the ability to attract and retain talent, and a commitment to developing advisors and sustaining team performance are essential. Strong communication and relationship-building skills, professionalism, drive, and accountability are also required.
Functions:
- Sales/Revenue
- Business Development
About the Company
Dynamic financial planning firm
Industry
Financial Services
Type
Privately Held
employees
51-200