We apologize for the inconvenience but the job you are looking for has been filled or it has been removed by the recruiter. For your reference, the original listing is shown at the bottom of this page.
Listed below are the top 10 out of 92 listings that are in the same industry and location as the job you were looking for. To see more than 10 listings, click here to search similar jobs in Boston, MA
Our Boston client has a long term contract opportunity for a person to direct the work of Lean Masters and Lean Facilitators. This person will support the adoption ...
NeuroRestorative, a partner of The MENTOR Network, is an experienced national network who specializes in postacute rehabilitation and ongoing support for persons ...
Executive Director wanted for the Thousand Islands Area Habitat For Humanity. For details see our website . Category: Executive Management (CEO, COO, etc) , ...
Regular/Temporary: Regular Overview The incumbent will lead the Credit Risk Parameter Team in the Risk Analytics Group in State Street s Enterprise Risk Management ...
Plays the lead role in the creation of the strategy, design, facilitation, and ongoing management of succession planning meetings for assigned client groups ...
Position Summary : Responsible for overall servicing of Tier 1 and/or Tier 2 clients. Plan, direct and control all client management activities ensuring customer ...
Department: Information SystemsIT Strategic Projects This Project Director provides planning, budgeting, project initiation, execution and support of the ICD10 ...
Company Overview : Verisk Health is the industry leading software and solutions company dedicated to promoting fair and efficient health care through the use ...
As an Senior Designer, you will be responsible for bringing this unique brand to life at retail, in marketing/communications, at events, online, and in print/collateral ...
About Digitas Founded in 1980, Digitas one of the world s leading digital marketing and media companies is at the forefront of the new digital age. As an independent ...
For your reference, we have included the original job posting below.
Managing Director / Managing Partner
Job Number:
26928881
Company Name:
Confidential Company
Job Location:
Boston, MA US
Job Category:
Management & Business
Salary:
$150K - $300K
Managing Director / Managing Partner
Job Description
COMPANY INFO
You’ve worked hard and now you’re looking for a career that’s as rewarding as it is challenging. Our firm is a great place to find just that. With our corporate headquarters offices nationwide, we’re one of America’s largest financial planning company yet we’re also a supportive nationwide family of financial professionals..
You provide the initiative; we provide the support to help you succeed. Thrive in our diverse and inclusive environment with award-winning training, career development and support guided by accessible leaders. If you’re talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, you’re ready for a career at our company.
JOB DESCRIPTION
Help drive profitable growth for assigned advisors in a small geography or within a large office by leading, coaching and developing advisors; creating a compelling business plan emphasizing GDC growth, Client Acquisition and Financial Planing; ensuring increased advisor retention, tenure and productivity; driving revenue and asset growth; optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of corporate resources.
-Develop book of business and drive personal practice growth. Generate leads for personal practice Approach prospects, asking for referrals, approaching natural market, making community connections. Facilitate effective sales meetings, holding workplace/corporate seminars. Lead clients through Financial Planning processes and tools. Service the client: present solutions by analyzing client cases, reviewing service products, business transactions.
-Lead and coach assigned advisors in a small geography or within a large office to increase asset gathering and productivity. Identify teaming opportunities for assigned advisors and where appropriate facilitate partnerships. Assist in the development and training of advisors abilities on core skills of: driving high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients.
-Ensure assigned advisors have consistent systems/tools/support to effectively manage their business within the company business model. Implement and manage Performance Management Process and Performance Improvement Process for advisors as necessary. In standalone branches, drive profitable growth and results for own branch through prudent expense management (P&L) and investments in key business strategies. Partner with their Branch Manager to drive growth and results for assigned advisors. Focus on strategies to drive advisor retention.
-Active in local community through building Centers Of Influences, growing personal network, etc. When necessary provide operational support for the office / assigned advisors. Leverage corporate resources (Regional Sales Directors, Regional Sales Managers) to increase advisor competency at delivering the client experience through client acquisition, financial planning, ongoing relationship management and product implementation. Ensure advisors adhere to the firm¿s policies and procedures and conduct business in ethical manner.
-Build centers of influence through community involvement, industry seminars, etc. Work with leader to target recruits including but not limited to Experienced Advisor Recruiting, and advisor, practice acquisitions. Understand and clearly articulate company value proposition to external candidates.
-Weekly to bi-weekly 1:1s with advisors in branch. Monthly reviews with branch support staff. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.)
QUALIFICATIONS
-College degree, MBA preferred -3+ yrs experience -FINRA Series 7, 63, 65, 66 required -FINRA Series 24 and 9/10 strongly preferred -Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training (typically Series 7 & 24). -Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received (Series 63 or 66). -Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received. -Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66). -3+ yrs of people mgmt and 4+ yrs of professional experience. Excellent compliance record and knowledge of compliance requirements.
