Managing Director, Advisor Accelerator

Blue Trust Inc•Alpharetta, GA

About The Position

The Managing Director, Advisor Accelerator will provide leadership, direction, and accountability for the ongoing operations, growth, and business outcomes as well as the accelerated growth and development of Associate Advisors in the Fast Track Advisor Program (FTAP). Reporting directly to the National Managing Director, this leader will be responsible for vision-casting, mentoring, team leadership, business development, and business outcomes. The ideal candidate is a dynamic sales leader who is dedicated to our mission and values, has experience serving high net worth clients in an advisor capacity, and is passionate about recruiting, mentoring, training, and launching advisors to serve clients with excellence.

Requirements

Related Experience: Minimum 7 years of related experience in business, with prior experience in financial services (fee-only investment and financial planning) in a Senior Advisor or Senior Financial Planner role preferred.
Business Development: Prior success in business development / business management. Ideal candidate has experience building a financial services practice, leading a team toward the accomplishment of goals, and marketing in high-net-worth clients and prospects, with a focus on strong client relationships, financial planning, and excellent service.
Strategic Thinking, Planning, and Problem-Solving: Adaptable, creative problem-solver who can pivot between big-picture strategy and tactical execution and implementation. Strong business acumen.
Leadership & Communication Skills: Proven ability to lead and inspire teams in a dynamic, fast-paced setting while driving high performance and accountability. Excellent communication and interpersonal skills, including the ability to present to executive leadership.
High Energy & Passion for the Mission: Enthusiastic about Blue Trust’s mission and values, with the charisma and energy to engage and inspire team members and clients. Demonstrated in-depth knowledge of those portions of both the old and new testaments of the Bible with scriptural references to money and finances, and the ability to apply and integrate this knowledge into all phases of client counsel; holds team members accountable to the same standards.
Education & Certifications: Bachelor’s degree required, with a focus in business administration, financial planning, finance, or a related field preferred. The ideal candidate possesses and maintains the Certified Financial Planner® (CFP) and Certified Kingdom Advisor® (CKA) designations consistent with career development plans. May be required to obtain designations as a condition of employment within initial two years of employment.