Managing Director & Lead Financial Advisor

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Managing Director & Lead Financial Advisor based in United States.

This is a senior leadership opportunity combining high-level financial advisory work with strategic business building in the retirement planning space for Federal, State, and Public Sector employees. You will operate at the intersection of client advisory services, team leadership, and business development, helping shape a national retirement planning platform from the ground up. The role blends hands-on client work with mentorship responsibilities, requiring both deep technical expertise in retirement planning and strong leadership capabilities. You will work closely with executive leadership to define strategy, build advisor capability, and scale a high-performing practice. In addition to serving clients directly, you will play a key role in developing systems, processes, and culture for long-term growth. This is a highly entrepreneurial environment where leadership impact is direct and highly visible. The position is ideal for someone who thrives in both advisory excellence and organizational building.

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Managing Director & Lead Financial Advisor based in United States.

This is a senior leadership opportunity combining high-level financial advisory work with strategic business building in the retirement planning space for Federal, State, and Public Sector employees. You will operate at the intersection of client advisory services, team leadership, and business development, helping shape a national retirement planning platform from the ground up. The role blends hands-on client work with mentorship responsibilities, requiring both deep technical expertise in retirement planning and strong leadership capabilities. You will work closely with executive leadership to define strategy, build advisor capability, and scale a high-performing practice. In addition to serving clients directly, you will play a key role in developing systems, processes, and culture for long-term growth. This is a highly entrepreneurial environment where leadership impact is direct and highly visible. The position is ideal for someone who thrives in both advisory excellence and organizational building.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

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