Managing Director

Overview

This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00 / yr - $300,000.00 / yr

Additional compensation types

Annual Bonus and Commission

Role

Chief Development Officer at Enterprise Performance Group

The Managing Director is an executive leader responsible for driving the firm\'s strategic vision, operational excellence, and overall financial performance. This role encompasses high-level financial oversight, fostering a culture of high performance, and the attraction and development of both talent for the financial advisor role and executive team members. The Managing Director ensures all firm activities align with short-term objectives and long-term strategic growth in the greater Silicon Valley. This role will be based onsite in Mountain View, California.

Responsibilities

• Advisor talent acquisition, development and retention
• Develop and execute a strategic recruitment plan to attract and hire financial advisor talent
• Leverage professional networks, industry connections, and strategic partnerships to build a robust candidate pipeline
• Lead the recruitment process, including identifying, engaging, and evaluating advisor candidates
• Create a supportive environment with clear career paths, ongoing training, and mentorship to foster growth
• Provide coaching, strategic guidance, and performance feedback to help advisors reach their full potential
• Implement a robust onboarding program to ensure a seamless and successful transition for new advisors
• Grow and develop leaders aligned with cultural values and performance expectations to scale the firm
• Strategic leadership and business growth
• Set and communicate the vision, mission, and strategic objectives for the firm, aligned with the overall business goals
• Oversee the financial performance of the firm, including budgeting, forecasting, and achieving revenue targets
• Collaborate with senior leadership on firm-wide initiatives and serve as a key stakeholder in strategic planning
• Client and relationship management
• Serve as a senior representative and brand ambassador for the firm, building and maintaining strong relationships
• Ensure that all financial advisory services reflect the firm\'s client-centered wealth management philosophy and deliver exceptional client satisfaction
• Compliance and risk management
• Ensure that the advisory team\'s activities comply with all relevant legal, regulatory, and internal policy requirements
• Lead the reinforcement of governance, ethics, and compliance standards, serving as a role model for the team

Qualifications

Professional attributes

Personal characteristics

Results

Remuneration

Seniority level

Employment type

Job function

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