Division Managing Director

Associate Staffing LLC; United States; On-site; USD 350,000 - 700,000; Full time

Job summary

Associate Staffing LLC seeks a Division Managing Director to lead the Large Market Customer Care team. You will oversee senior Relationship Managers, shape client engagement, and drive enterprise financial results in a fast-paced environment.

The role requires deep experience with defined contribution plans and ERISA, plus a track record of managing multi-hundred-million client relationships and influencing C-suite stakeholders.

Qualifications

• Deep knowledge of defined contribution plans and ERISA and regulatory frameworks.
• Experience managing large institutional relationships with strategic impact.
• Strong ability to influence executive stakeholders and drive client outcomes.
• Proven track record in fast-paced, client-centric environments.

Responsibilities

• Lead a team of senior Relationship Managers and oversee client engagement.
• Drive enterprise financial results and shape institutional client relations.
• Collaborate with cross-functional teams to deliver operational excellence.
• Travel up to 50% and align flexible hours to business needs.

Skills

15+ years experience

7+ years leadership

Executive communication

Institutional relationships

ERISA knowledge

Education

Bachelor’s degree in Finance/BA

Tools

Salesforce

Dashboards

Job description

Overview

Our client, a leading organization in the financial services industry, is seeking a highly experienced Division Managing Director to lead their Large Market Customer Care team. This strategic role offers an exceptional opportunity to influence client engagement, drive enterprise financial results, and shape the future of institutional client relationships. As a key executive, you will oversee a team of senior Relationship Managers, foster strong client partnerships, and collaborate with cross-functional teams to deliver operational excellence. This position is ideal for a seasoned professional eager to make a significant impact in a dynamic environment.

Required Skills

• 15+ years of related industry experience or equivalent
• 7+ years leading senior client-facing professionals
• Deep knowledge of defined contribution plans, ERISA, and regulatory frameworks
• Proven success managing large institutional relationships ($500M+ plan size)
• Strong executive communication and influencer skills

Nice-to-Have Skills

• Experience with financial and business analytics tools (e.g., Salesforce, dashboards)
• Knowledge of recordkeeping operations within the retirement or financial services sector
• Familiarity with compliance and risk management practices
• Advanced certifications or licenses (e.g., FINRA Series 6/63/26) within specified timelines
• Demonstrated strategic planning and organizational skills

Preferred Education and Experience

• Bachelor’s degree or higher in Finance, Business Administration, or related field
• Significant industry-specific training or certifications
• Extensive experience in high-complexity, client-focused environments
• Proven track record of driving growth and retention with institutional clients

Other Requirements

• Travel required, including overnight stays, up to 50%
• Ability to work flexible hours based on client and business needs
• Authorized to work within the relevant jurisdiction
• Licensing as required under relevant laws within 5-9 months of employment:

  • The followinglicenses are required within 5 months of employment:Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). The SIE exam may be a requirement.

  • FINRA Series 26 - Investment Company and Variable Contracts Products: required within 9 months of employment

Candidates with a strategic mindset, leadership excellence, and a client-centric approach will thrive in this role.

Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.