Managing Director

Position: Managing Director, Field Leadership

Company Overview

Our client is a dynamic and growing financial services firm dedicated to providing innovative solutions and exceptional client service. With a strong commitment to leadership development and team collaboration, the company is expanding its field operations and seeking a strategic leader to drive growth and performance.

Role Overview

The Managing Director, Field Leadership is responsible for developing and managing regional field leaders and advisors, ensuring strong sales performance, leadership growth, and alignment with company values. This individual will oversee field sales operations, directly manage senior field leaders, and coordinate with key internal stakeholders to drive success.

Key Responsibilities

Sales Performance & Accountability

• Set and track performance metrics, ensuring alignment between field strategy and company-wide objectives.
• Drive field-level revenue and production goals, maintaining close communication with senior executives.
• Implement accountability systems such as pipeline management and activity tracking to ensure consistent execution.
• Conduct individual meetings with field leaders to assess team performance, forecast trends, and address challenges.

Field Leadership & Team Development

• Conduct performance reviews with senior field leaders, analyzing key metrics and setting action plans.
• Manage leadership development programs, providing structured coaching and career growth frameworks.
• Oversee associate development initiatives, focusing on mentorship and career progression.

Coaching & Training

• Ensure best practices in financial planning and solution execution at the field level.
• Collaborate with internal training leaders to develop onboarding programs and leadership development pathways.
• Support the execution of field training initiatives, ensuring ongoing professional growth.

Collaboration & Integration

• Work closely with product, operations, and compliance teams to ensure alignment between field initiatives and organizational priorities.
• Maintain a strong partnership with operational leads to ensure smooth case management and administrative support.
• Foster a compliance-focused culture in collaboration with risk management leadership.
• Coordinate with field leaders to optimize specialized service teams and strategic partnerships.

Culture & Values Alignment

• Act as a champion for the organization’s values, ensuring they are reflected in field operations, training, and performance management.
• Motivate and inspire advisors, reinforcing a culture of teamwork and shared success.

Requirements

Experience:

• 10 years in a field leadership role with direct advisor management and proven sales results.
• Demonstrated success as both an individual producer and a leader managing high-performing teams.

Sales & Leadership Track Record:

• Proven ability to meet or exceed revenue goals, with expertise in tracking key performance metrics.
• Experience in leadership development, coaching mid-level managers, and executing large-scale training programs.

Educational / Licensing:

• Bachelor’s degree (or equivalent experience) required.
• Relevant professional licenses or certifications in financial services preferred.

Skills & Competencies:

• Strong communication and coaching skills, effective in both group and one-on-one settings.
• Analytical mindset for performance tracking, forecasting, and accountability implementation.

Ideal Candidate Profile (Internal Considerations)

Empathetic Field Leader:

• A seasoned professional with experience as a high-performing advisor, who understands the challenges of the role firsthand.
• Balances authority with empathy, commanding respect while building strong relationships.

Collaborative & Low Ego:

• Thrives in a team environment, focused on executing existing strategies rather than creating new ones in isolation.
• Open to feedback, adaptable, and skilled at mediating conflicts productively.

Strong Values Alignment:

• Deeply resonates with the company’s mission and culture, prioritizing ethical leadership and long-term impact.
• Experienced in building high-performance teams centered around shared values.

Motivational Leadership:

• Known for inspiring and energizing teams to achieve ambitious goals.
• Creates a supportive environment that encourages advisors to take ownership of their performance and growth.