Managing Director

Managing Director

General Responsibilities:

The Managing Director (MD) at Northwestern Mutual is responsible for leading and developing a team of financial advisors and representatives within a specified geographic area. The MD plays a critical role in driving the growth of the office, ensuring exceptional client service, and maintaining adherence to the company's values and business practices.

Key Responsibilities:

Leadership and Development

· Recruit, train, and mentor a team of financial representatives and advisors to build a productive and cohesive team.

· Provide leadership, direction, and coaching to all team members to ensure professional development and achievement of business objectives.

· Conduct regular performance evaluations and implement development plans to support career growth.

Business Development

· Drive business growth by setting and achieving sales targets, expanding the client base, and increasing market penetration.

· Develop and implement strategic plans to achieve company goals and objectives.

· Foster relationships with key community stakeholders, business leaders, and industry partners to enhance the company’s presence and reputation in the market.

Client Service

· Ensure the delivery of high-quality client service by overseeing the client experience and ensuring client needs are met.

· Resolve complex client issues and ensure client satisfaction.

· Promote a client-first culture by modeling and reinforcing the importance of client relationships.

· Operational Management

· Manage the daily operations of the office, including budgeting, financial management, and resource allocation.

· Ensure compliance with company policies, industry regulations, and ethical standards.

· Monitor and analyze business metrics to identify areas for improvement and implement corrective actions.

Financial Oversight

· Oversee financial performance, including revenue generation, expense management, and profitability.

· Develop and manage office budgets and financial plans.

· Ensure accurate and timely financial reporting.

Qualifications

· SIE, Series 7, Series 63

· Life and Health License

· Bachelor’s degree in Business Administration, Finance, Management, or a related field. Advanced degree or professional designation (e.g., CFP®, CLU®, ChFC®) preferred.

· Proven experience in a leadership or management role within the financial services industry.

· Demonstrable success in recruiting, developing, and leading high-performing teams.

· Strong track record of achieving business growth and financial targets.

· In-depth knowledge of financial planning, insurance products, and investment strategies.

· Exceptional leadership, coaching, and mentoring skills.

· Strong communication and interpersonal abilities.

· Excellent problem-solving and decision-making skills.

· Ability to manage multiple priorities and work effectively in a fast-paced environment.

· High level of integrity and professionalism.

· Strong client focus and commitment to delivering exceptional service.

· Entrepreneurial mindset with a proactive and results-oriented approach.

· Ability to build and maintain strong relationships with clients, team members, and community partners.

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Compensation Package:

· 1099 contract

· Commission only

· Pay: $100,000.00 - $350,000.00 per year

· Commission pay

· Pay based on district performance

Job Type: Full-time

Pay: $100,000.00 - $350,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Leadership: 5 years (Preferred)

License/Certification:

• Securities Industry Essentials (Required)
• Series 7 (Required)
• Series 63 (Required)
• Life & Health Insurance License (Required)

Ability to Commute:

• Tucson, AZ 85718 (Required)

Ability to Relocate:

• Tucson, AZ 85718: Relocate before starting work (Required)

Work Location: In person

Salary : $100,000 - $350,000