Associate Managing Director - Prudential Wealth Advisors

Prudential Financial • Cincinnati, OH

10d

About The Position

The Associate Managing Director (AMD) is a key member of the leadership team at Mid America Financial Group and a strategic partner to the Managing Director. The role drives advisor growth, development, and retention, with a focus on attracting experienced financial advisors and teams, supporting their successful transitions, and helping them build productive, sustainable businesses with Prudential Advisors.

Working with recruiter partners, the AMD cultivates relationships with advisor candidates, presents the strategic and economic benefits of affiliating with Prudential Advisors, supports due diligence, and helps convert qualified opportunities into hires. The AMD also serves as a coach and business consultant to advisors, drawing on knowledge of financial planning, investments, practice management, wealth management, and business development.

The AMD helps newly affiliated advisors navigate onboarding and transition processes, works across onboarding, operations, supervision, and wealth management teams, and supports asset movement and early productivity. The role partners with the Managing Director on strategic priorities, uses market intelligence and business performance insights to inform decisions, and contributes to advisor engagement, retention, productivity, and overall firm growth. Success is measured by advisor acquisition, recruited assets under management, onboarding effectiveness, advisor productivity and retention, engagement, practice growth, and business performance.

Requirements

• Significant experience in wealth management, financial services leadership, advisor development, or advisor recruiting.
• Proven success recruiting and attracting experienced financial advisors.
• Strong knowledge of financial planning, investments, advisory platforms, and advisor practice management.
• Demonstrated ability to influence and build trusted relationships with advisors, candidates, and business partners.
• Strong analytical, communication, coaching, and relationship management skills.
• Ability to leverage data and market insights to drive business results.
• Strong execution, organization, and follow-through capabilities.
• Series 6 and 65 registrations and a Life/Health insurance license.

Nice To Haves

• Bachelor's degree preferred.
• Series 7 and 66 registrations preferred.
• Industry designations such as CFP, ChFC, or CLU preferred.

Responsibilities

• Engage prospective experienced financial advisors and teams, build trusted relationships, and help candidates evaluate the strategic and economic benefits of joining Prudential Advisors.
• Collaborate with recruiting professionals and support due diligence discussions to convert high-quality recruiting opportunities into successful hires.
• Coach and consult with advisors on financial planning, investments, practice management, business development, client relationships, and practice growth.
• Foster accountability, performance excellence, and continuous development, connecting advisors with relevant resources and expertise.
• Help newly affiliated advisors transition and integrate into Prudential Advisors, working with onboarding, operations, supervision, and wealth management teams.
• Help advisors navigate transitions, accelerate asset movement, and achieve early productivity milestones.
• Strengthen advisor engagement and retention by proactively addressing challenges, identifying growth opportunities, and helping advisors maximize the value of their affiliation.
• Partner with the Managing Director to execute business priorities and support firm growth objectives.
• Use market intelligence, business performance insights, and industry trends to identify opportunities, anticipate challenges, and inform decisions.
• Represent the firm with professionalism, credibility, and executive presence.
• Advise advisors and candidates on wealth management capabilities, advisory business models, advisor economics, succession planning, teaming opportunities, and business optimization.
• Help advisors leverage Prudential Advisors' capabilities and wealth management resources to support growth and long-term business success.

Benefits

• Market-competitive base salary and yearly bonus potential.
• Medical, dental, vision, life, and disability insurance.
• Paid Time Off (PTO) and leaves of absence, including parental and military leave.
• 401(k) plan with company match up to 4%.
• Company-funded pension plan.
• Wellness programs, including up to $1,600 per year in reimbursement for eligible personal wellbeing purchases.
• Work/Life Resources for parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit for traditional college enrollment toward an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan, allowing shares to be purchased at 85% of the lower of the beginning or ending purchase-period price.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed