Division Managing Director – Large Market Customer Care
Overview
Our client, a leading organization in the financial services industry, is seeking a highly experienced Division Managing Director to lead their Large Market Customer Care team. This strategic role offers an exceptional opportunity to influence client engagement, drive enterprise financial results, and shape the future of institutional client relationships. As a key executive, you will oversee a team of senior Relationship Managers, foster strong client partnerships, and collaborate with cross-functional teams to deliver operational excellence. This position is ideal for a seasoned professional eager to make a significant impact in a dynamic environment.
Required Skills
- 15+ years of related industry experience or equivalent
- 7+ years leading senior client-facing professionals
- Deep knowledge of defined contribution plans, ERISA, and regulatory frameworks
- Proven success managing large institutional relationships ($500M+ plan size)
- Strong executive communication and influencer skills
Nice-to-Have Skills
- Experience with financial and business analytics tools (e.g., Salesforce, dashboards)
- Knowledge of recordkeeping operations within the retirement or financial services sector
- Familiarity with compliance and risk management practices
- Advanced certifications or licenses (e.g., FINRA Series 6/63/26) within specified timelines
- Demonstrated strategic planning and organizational skills
Preferred Education and Experience
- Bachelor’s degree or higher in Finance, Business Administration, or related field
- Significant industry-specific training or certifications
- Extensive experience in high-complexity, client-focused environments
- Proven track record of driving growth and retention with institutional clients
Other Requirements
- Travel required, including overnight stays, up to 50%
- Ability to work flexible hours based on client and business needs
- Authorized to work within the relevant jurisdiction
- Licensing as required under relevant laws within 5-9 months of employment:
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The following licenses are required within 5 months of employment: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). The SIE exam may be a requirement.
- FINRA Series 26 – Investment Company and Variable Contracts Products: required within 9 months of employment
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Candidates with a strategic mindset, leadership excellence, and a client-centric approach will thrive in this role. If you are ready to lead at the highest level within a dynamic organization, we encourage you to apply today.
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.