Managing Director, Financial Services Branch Development

Managing Director, Financial Services Branch Development About the Company Dynamic financial planning firm IndustryFinancial Services TypePrivately Held Employees51-200 About the Role The Company is seeking a Managing Director to build and lead a financial services team while maintaining a personal client practice. Responsibilities include recruiting at least eight Financial Professionals annually, attracting and developing talent, and improving team performance through coaching, mentorship, and accountability. The Managing Director will maintain personal production in life insurance and annuities, provide comprehensive financial strategies through a consultative, needs-based approach, and collaborate with internal specialists and external professionals on complex client needs. The role also involves fostering a professional, growth-oriented, client-first team culture and supporting advisor retention. Candidates should have a proven record of recruiting and leading teams in financial services, a strong personal production history, and experience with life insurance and/or annuities. The role calls for entrepreneurial drive, the ability to attract and develop talent, and consistent ownership of results. Strong communication and relationship-building skills are essential for working effectively with clients and advisors. The successful candidate will be prepared to balance team leadership and development with ongoing personal production. Hiring Manager TitleChief Executive Officer (CEO) Functions Sales/RevenueBusiness Development