What are the responsibilities and job description for the Managing Director, Financial Planning position at Cambridge Investment Research, Inc.?
Job Summary
Key Deliverables and Responsibilities
Spire Outsourcing helps financial professionals save time, increase efficiency, and deliver high-quality financial plans to their clients. Developed by experienced CFP® professionals, Spire acts as an extension of advisory teams by providing comprehensive financial plan construction and support, allowing advisors to focus on growing their businesses and strengthening client relationships.
Position Summary
Spire Outsourcing is seeking a strategic and entrepreneurial Managing Director to lead the continued growth and expansion of our financial planning outsourcing business. This executive-level leader will be responsible for driving business development, developing strategic initiatives, cultivating industry relationships, and ensuring the delivery of exceptional financial planning services.
The ideal candidate is a proven leader in financial planning with strong business development experience, deep industry expertise, and a passion for helping financial professionals expand the value they deliver to their clients.
Key Responsibilities
Strategic Leadership
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
Cambridge Overview
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Key Deliverables and Responsibilities
Spire Outsourcing helps financial professionals save time, increase efficiency, and deliver high-quality financial plans to their clients. Developed by experienced CFP® professionals, Spire acts as an extension of advisory teams by providing comprehensive financial plan construction and support, allowing advisors to focus on growing their businesses and strengthening client relationships.
Position Summary
Spire Outsourcing is seeking a strategic and entrepreneurial Managing Director to lead the continued growth and expansion of our financial planning outsourcing business. This executive-level leader will be responsible for driving business development, developing strategic initiatives, cultivating industry relationships, and ensuring the delivery of exceptional financial planning services.
The ideal candidate is a proven leader in financial planning with strong business development experience, deep industry expertise, and a passion for helping financial professionals expand the value they deliver to their clients.
Key Responsibilities
Strategic Leadership
- 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.
- 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.
- Opportunity to shape the future growth of an innovative financial planning services organization.
- Work alongside experienced financial planning professionals dedicated to advisor success.
- Drive meaningful impact across advisors, enterprises, and clients nationwide.
- Lead a business positioned to help financial professionals become more efficient and scalable.
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- 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
Cambridge Overview
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.