Managing Director, Financial Planning Outsourcing

Cambridge Investment Research, Inc.; Fairfield (IA); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Premium benefits package: medical, vis

Dental, life, long-term disability

Vacation and sick time

401K with company match

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. is partnering with Spire Outsourcing to identify a strategic, entrepreneurial Managing Director to lead growth and expansion of the financial planning outsourcing business.

This executive will drive business development, strategic initiatives, industry relationships, and ensure delivery of high-quality planning services. The ideal candidate brings a proven leadership record in financial planning, strong business development experience, and a passion for

Qualifications

• 10+ years of financial planning or related leadership experience.
• Proven success in business development and revenue growth.
• Experience leading teams and managing strategic initiatives.
• Strong understanding of financial planning processes and advisor needs.

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.
• Create and implement business development strategies that support annual revenue goals.
• Build relationships with RIAs, financial advisors, enterprises, and industry partners.
• Expand market awareness and adoption of Spire Outsourcing services.
• Identify opportunities to strengthen the firm's market position and industry presence.
• Develop and maintain trusted relationships with clients and key stakeholders.
• Participate in client meetings, presentations, and strategic reviews.
• Ensure consistent delivery of high-quality financial planning solutions.
• Champion client satisfaction and long‑term retention.
• Recruit, mentor, and lead financial planning professionals.
• Foster a culture of collaboration, innovation, and accountability.
• Promote ongoing professional development and industry education.
• Support the implementation of technologies and processes that improve service delivery.
• Stay informed regarding financial planning trends, regulatory developments, and best practices.
• Evaluate and implement new tools, methodologies, and technologies to strengthen service offerings.
• Represent Spire at industry events, conferences, and networking opportunities.

Skills

Strategic leadership

Business development

Team leadership

Financial planning expertise

Education

CFP designation or equivalent

FINRA Series 7 and Series 66 licenses

Job description

Cambridge Investment Research, Inc. is partnering with Spire Outsourcing to identify a strategic, entrepreneurial Managing Director to lead growth and expansion of the financial planning outsourcing business.

This executive will drive business development, strategic initiatives, industry relationships, and ensure delivery of high-quality planning services. The ideal candidate brings a proven leadership record in financial planning, strong business development experience, and a passion for