Strategic Director, Retail Sales & Recruiting

PlanMember Financial Corporation; Carpinteria, Northern (CA, KY); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical, dental and vision

401k company match

Discretionary profit sharing

PTO

Valet parking

Job summary

PlanMember Financial Corporation seeks a Director of Retail Sales and Recruiting (Advisory) to lead recruiting and partner operations for advisory channels. This role drives executive recruitment, cross‑functional projects, and strategic initiatives with limited oversight, reporting to the VP of Retail Sales & Recruiting.

The position requires strong judgment, business acumen and the ability to deliver complex projects from concept through completion, in an on-site Carpinteria, CA setting with a

Qualifications

• Bachelor’s Degree preferred and 3+ years in financial services.
• Proficient with Word, PowerPoint, Excel.
• Experience with AI tools such as ChatGPT is a plus.
• Knowledge of Salesforce database management desirable; FINTRX knowledge is a bonus.

Responsibilities

• Lead executive recruiting experiences and candidate experience for advisors and financial centers.
• Oversee national recruiting events, executive presentations, webinars, and campaigns.
• Partner with VP to align strategy across Marketing, Recruiting, Operations, Compliance and Legal.
• Develop executive dashboards and analytics to inform recruiting and sales performance.
• Draft executive communications, proposals and board-quality materials.

Skills

Strategic planning

Executive decision support

Time management

Communication

Cross-functional leadership

Conflict resolution

Self-management

Education

Bachelor’s Degree Preferred

Proficient with Word, PowerPoint, Excel

Salesforce experience

AI tools experience (ChatGPT)

FINRA S6/S7 desirable

Tools

Salesforce

FINTRX

Job description

PlanMember Financial Corporation seeks a Director of Retail Sales and Recruiting (Advisory) to lead recruiting and partner operations for advisory channels. This role drives executive recruitment, cross‑functional projects, and strategic initiatives with limited oversight, reporting to the VP of Retail Sales & Recruiting.

The position requires strong judgment, business acumen and the ability to deliver complex projects from concept through completion, in an on-site Carpinteria, CA setting with a