Managing Director, Financial Services

Job overview

The Managing Director, Financial Services role is based in Birmingham, AL, with a stated base salary range of $75,000–$150,000 per year, plus commissions and performance-based bonus opportunities. The posting describes a hybrid work environment. The role will help expand TruOak Financial Partners’ Birmingham presence. The director combines personal production with recruiting and advisor development to grow the local business. The role builds a candidate pipeline, mentors advisors, serves personal clients, and works with senior leadership on market growth and production goals.

What you'll do

• Lead recruiting, advisor development, and business growth in Birmingham
• identify, recruit, and onboard financial professionals
• maintain a recruiting pipeline
• present the firm’s platform and resources
• coach advisors on prospecting, client relationships, practice management, and production
• maintain personal production
• build local business relationships
• partner with senior leadership on goals
• foster an accountable, collaborative team culture.

What we're looking for

Skills & competencies

managing director

financial services

birmingham al

truoak financial partners

hybrid

base salary $75k–$150k

commissions

performance bonus

advisor recruiting

advisor development

wealth management

life insurance

401(k)

medical dental vision

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision benefits
• 401(k)
• recruiting, marketing, training, and operational support
• direct access to firm leadership.

Why this role

The posting lists dedicated recruiting support, marketing resources, training and mentorship, operational support, medical, dental, and vision benefits, and a 401(k).

About the employer

TruOak Financial Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.