Associate Managing Director

Associate Managing Director About the Company Market-shaping provider of financial & asset management services IndustryFinancial Services TypePublic Company Founded1875 Employees10,001+ Categories FinanceInsuranceFinancial ServicesAsset ManagementReal EstateB2BConsulting & Professional ServicesEnterpriseFinancial PlanningFinancial ExchangesRetirementHealth CareSavings & InvestingFunds Specialties financial servicesinvestment managementlife insuranceretirement benefitsgroup benefitsannuitiesmutual fundstechnologyfinancial wellnessinclusive cultureand purpose driven organization Business Classifications B2BEnterprise 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 TitleManaging Director Functions OperationsBusiness Development