Director of Personal Finance

MAI Wealth Management, Inc.•Independence, OH

19d

About The Position

The Director of Personal Finance – Sports Division leads the firm’s athlete-focused Personal Finance platform. This leader builds and manages a team that provides financial coaching, education, and budgeting support for professional athletes and entertainers — empowering clients to make sound financial decisions early in their careers while laying the foundation for lifelong advisory relationships. The role also serves as a training and development hub for the next generation of advisors, combining client-facing impact with advisor mentorship and firmwide integration.

Requirements

10+ years in wealth management, athlete advisory, or financial coaching; experience building programs and leading teams
Proven success working with athletes, entertainers, or clients with irregular/volatile income
CFP® certification required (CPA/PFS or ChFC® a plus)
Bachelor’s degree required; advanced degree (MBA, behavioral finance, education) preferred
Demonstrated ability to lead, mentor, and develop advisors or coaches
Familiarity with CRM systems, financial planning software, and personal finance tools
Deep understanding of athlete lifestyle, team dynamics, and financial decision patterns
Exceptional presentation and relationship-building skills with clients, advisors, and partners
Mission-driven educator who believes in financial stewardship and generational impact
Empathetic communicator able to relate to athletes, agents, and advisors
Strategic integrator who builds scalable systems while nurturing personal connection
Confident public speaker and teacher comfortable representing the firm at major events
Coach and mentor who leads through influence, not authority