Remote Managing Director, Financial Planning & Growth

Cambridge Investment Research, Inc.; Phoenix (AZ); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical, vision, dental

401K with company matching

Paid holidays

Life and disability insurance

Job summary

Cambridge Investment Research, Inc. is seeking a Managing Director of Financial Planning to lead the outsourcing advisory services growth through Spire Outsourcing partnerships and strategic initiatives.

This executive role demands 10+ years in financial planning, a CFP designation, and FINRA licenses; it emphasizes nationwide business development, leadership of teams, and delivering exceptional client outcomes for financial advisors and enterprises.

Qualifications

• 10+ years in financial planning or wealth management.
• Proven success in business development and revenue growth.
• Experience leading teams and strategic initiatives.

Responsibilities

• Develop and execute the strategic growth plan and budget.
• Lead business development and build advisor partnerships.
• Maintain trusted client relationships and ensure high‑quality planning.
• Recruit, mentor, and manage financial planning professionals.
• Stay informed on industry trends and evaluate new tools.

Skills

Financial planning

Business development

Team leadership

Strategic planning

Education

CFP designation

FINRA Series 7 & 66 licenses

Job description

Cambridge Investment Research, Inc. is seeking a Managing Director of Financial Planning to lead the outsourcing advisory services growth through Spire Outsourcing partnerships and strategic initiatives.

This executive role demands 10+ years in financial planning, a CFP designation, and FINRA licenses; it emphasizes nationwide business development, leadership of teams, and delivering exceptional client outcomes for financial advisors and enterprises.