[Remote] Managing Director, Financial Planning

Note: The job is a remote job and is open to candidates in USA. Cambridge Investment Research, Inc. is a financial solutions firm that provides business support services to independent financial advisors, including wealth management, financial planning, and retirement services. The Managing Director will lead the growth and expansion of Spire Outsourcing's financial planning business by driving strategic initiatives, business development, client relationships, and exceptional service delivery. The role also includes leading financial planning professionals, improving operational scalability, and representing the organization within the industry.

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

• 10+ years of financial planning, wealth management, consulting, or related leadership experience
• Demonstrated success in business development and revenue growth
• Experience leading teams and managing strategic initiatives
• Strong understanding of financial planning processes and advisor needs
• CFP® designation or equivalent professional designation required
• FINRA Series 7 and Series 66 licenses required

Benefits

• Remote work arrangement
• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

Company Overview

Company H1B Sponsorship