Director, Sports Personal Finance & Advisor Development

MAI Capital Management; Independence (OH); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Discretionary Bonus

Medical Insurance

Vision Insurance

401(k)

Health Savings Account

Paid Maternity Leave

Tuition Reimbursement

Job summary

A financial advisory firm is seeking a Director of Personal Finance for its Sports Division. This leadership role involves managing a team that provides financial coaching and education for professional athletes and entertainers. Responsibilities include developing programs for client engagement, overseeing advisor training, and ensuring quality delivery of financial services. Candidates should have over 10 years in wealth management, strong leadership abilities, and a Bachelor’s degree, with a focus on financial stewardship and client relationship management.

Qualifications

• 10+ years in wealth management or financial coaching.
• Proven success working with high-income clients.
• Strong leadership and mentorship background.

Responsibilities

• Develop and execute vision for Sports Personal Finance Division.
• Manage a team providing financial coaching for athletes.
• Oversee delivery of education and budgeting programs.

Skills

Wealth management experience

Financial coaching

Presentation skills

Relationship-building

Empathetic communication

Education

Bachelor’s degree

Advanced degree (MBA, behavioral finance, education)

Tools

CRM systems

Financial planning software

Job description

A financial advisory firm is seeking a Director of Personal Finance for its Sports Division. This leadership role involves managing a team that provides financial coaching and education for professional athletes and entertainers. Responsibilities include developing programs for client engagement, overseeing advisor training, and ensuring quality delivery of financial services. Candidates should have over 10 years in wealth management, strong leadership abilities, and a Bachelor’s degree, with a focus on financial stewardship and client relationship management.