Director, Sports Personal Finance & Advisor Development

MAI Capital Management; San Ramon (CA); 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 leading financial advisory firm is looking for a Director of Personal Finance in San Ramon, CA. This role will oversee the Sports Division, managing a team dedicated to providing financial coaching for professional athletes and entertainers. The director will establish educational programs, mentor new advisors, and ensure quality service delivery. Candidates should have over 10 years of wealth management experience, with strong leadership skills and a background in financial coaching. A Bachelor's degree is required, an advanced degree is preferred. This full-time position offers a pay range of $120,000 to $160,000 per year.

Qualifications

• 10+ years in wealth management or athlete advisory.
• Proven success with clients having irregular income.
• Ability to lead and mentor advisors and coaches.

Responsibilities

• Develop and execute the vision for the Sports Personal Finance Division.
• Manage a team of advisors providing financial coaching.
• Establish service models for client readiness and advisor efficiency.

Skills

Wealth management

Athlete advisory

Financial coaching

Presentation skills

Relationship-building

Education

Bachelor's degree

Advanced degree (MBA, behavioral finance, education)

Tools

CRM systems

Financial planning software

Job description

A leading financial advisory firm is looking for a Director of Personal Finance in San Ramon, CA. This role will oversee the Sports Division, managing a team dedicated to providing financial coaching for professional athletes and entertainers. The director will establish educational programs, mentor new advisors, and ensure quality service delivery. Candidates should have over 10 years of wealth management experience, with strong leadership skills and a background in financial coaching. A Bachelor's degree is required, an advanced degree is preferred. This full-time position offers a pay range of $120,000 to $160,000 per year.