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Managing Director

Job in Roseland, Essex County, New Jersey, 07068, USA
Listing for: Integrated Financial Concepts
Full Time position
Listed on 2026-02-04
Job specializations:
  • Management
    Business Management, CFO, Wealth Management, Financial Manager
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below

Managing Director (Player/Coach Role). We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This role allows you to continue building your personal book of business while mentoring and leading a team of financial professionals. Our firm is known for its family-like culture and strong collaboration, with leadership actively involved in recruiting top talent to support client-focused growth and development.

Responsibilities
  • Build and maintain book of business through client acquisition, planning, and relationship management
  • Lead, coach, and mentor a team of financial professionals to drive performance and development
  • Earn override compensation based on your team’s production while continuing to develop your personal practice
  • Collaborate with leadership on recruiting strategy and actively participate in interviews and onboarding
  • Leverage our firm’s marketing systems to support prospecting and lead generation for both yourself and your team
  • Contribute to a collaborative, client-focused culture and provide input on firm-wide training and growth initiatives
Qualifications
  • Proven track record of success in financial services, insurance, wealth management, or a related industry
  • Minimum of 5 years of experience as a financial advisor or in a sales leadership role
  • Active life/health insurance license and relevant securities licenses (or willingness to obtain)
  • Strong ability to lead, mentor, and inspire others
  • Self-motivated with a passion for growth, both personally and as a leader
  • Excellent communication and relationship-building skills
  • Desire to build something bigger than yourself and leave a lasting impact
Compensation

$150,000 - $200,000+ Base + Commission

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