Managing Director - Financial Planning Growth & Strategy

EPC Eneric Petroleum Corp.; United States; Remote; USD 180,000 - 280,000; Full time

Benefits offered by this job

Medical insurance

Vision, dental, life and long-term/dis

401K retirement plan with companymatch

Vacation & sick time

Eleven paid holidays

Job summary

Spire Outsourcing seeks a strategic Managing Director to lead growth of its financial planning outsourcing business. This executive will drive business development, shape strategic initiatives, cultivate industry relationships, and ensure delivery of high‑quality financial planning services.

The ideal candidate has 10+ years in financial planning or wealth management, proven leadership, and a passion for expanding value for financial professionals.

Qualifications

• 10+ years of financial planning, wealth management, consulting, or related leadership experience.
• Proven track record in business development and revenue growth.
• Experience leading teams and managing strategic initiatives.

Responsibilities

• Develop and execute Spire's strategic growth plan and annual operating budget.
• Partner with executive leadership to enhance service offerings and drive business expansion.
• Monitor financial performance and provide insights and recommendations to stakeholders.
• Lead initiatives that improve operational efficiency, scalability, and client outcomes.
• Recruit, mentor, and lead financial planning professionals.

Skills

Strategic leadership

Business development

Client relationship management

Team leadership

Industry expertise

Regulatory knowledge

Education

CFP designation

FINRA Series 7 licenses

FINRA Series 66 licenses

Job description

Spire Outsourcing seeks a strategic Managing Director to lead growth of its financial planning outsourcing business. This executive will drive business development, shape strategic initiatives, cultivate industry relationships, and ensure delivery of high‑quality financial planning services.

The ideal candidate has 10+ years in financial planning or wealth management, proven leadership, and a passion for expanding value for financial professionals.