Managing Director and Head of Brotherhood Retirement

Brotherhood Mutual Insurance Company•Colorado Springs, CO

2h•$250,000 - $300,000

About The Position

The Managing Director is the founding chief executive of Brotherhood Retirement (BR), a fee-only registered investment advisor headquartered in Colorado Springs, Colorado, serving churches and mission-driven organizations. Accountable to the Board of Directors, the Managing Director builds and grows the business, sets strategic direction, translates Board objectives into a quantified growth plan, hires and leads the team, and establishes advisory, operational, and compliance foundations for scale. The role has full profit-and-loss accountability, including the annual budget and the Board-agreed path to profitability. As BR’s most visible representative to churches, denominations, Brotherhood Mutual agents, and other partners, the Managing Director supports the Director of Retirement Plan Sales and engages directly with large and strategic clients. The role also builds a high-performing, mission-aligned culture and sets standards for advisory services, fiduciary processes, and client stewardship. The position requires leadership experience building or scaling a financial services business, credibility in retirement plans and ministry stewardship, sound judgment, servant leadership, and the ability to move quickly while upholding fiduciary and regulatory standards. The Managing Director works closely with the Chief Compliance Officer while preserving the CCO’s independence and partners with Operations and Technology leadership to ensure that systems, workflows, and vendor relationships support scalability and risk management. The role requires familiarity with church operations and conduct appropriate to serving churches and related ministries.

Requirements

Bachelor’s degree required.
Active Series 65 license required; maintain all applicable investment adviser representative registrations in good standing.
Minimum of 10 years of experience in financial services leadership, including significant experience as a practicing financial advisor.
Track record of building or scaling a financial services business, as a founder, early senior leader of a high-growth advisory or retirement plan firm, or leader who launched a new business within a larger institution.
Deep experience with retirement plans, including 401(k), 403(b), and church plans.
Church plan experience including non-ERISA 403(b)(9) retirement income accounts, denominational and multiple-employer plan arrangements, housing allowance designations for ministers, and 3(21)/3(38) fiduciary service models.
Proven ability to lead complex, multidisciplinary teams in a regulated financial services environment.
Financial acumen, including budgeting, P&L management, plan advisory unit economics, and runway and breakeven planning.
Exceptional communication and relationship-building skills, including the ability to act as a visible leader and trusted decision-maker with staff, clients, partners, and the Board.
High integrity, professionalism, and alignment with BR’s mission and values.
Familiarity with church operations and the ability to conduct oneself in a manner that does not alienate or offend people in the target market.

Nice To Haves

Advanced degree.
CFP® designation.
CFA®, ChFC®, PFS, or CIC designation.
Retirement plan fiduciary designation such as AIF®, CPFA®, QPFC, or comparable.
Demonstrated experience in faith-based investing and serving mission-driven individuals and organizations.
Experience operating a business within a larger corporate parent while balancing parent governance, brand, and compliance expectations with startup speed.
Experience supporting a sales team and directly participating in winning large institutional or plan sponsor relationships.
Experience operating within an SEC-registered RIA environment.

Responsibilities

Build and lead the firm from an early-stage base, establishing the operating model, priorities, and disciplines needed to scale in alignment with its mission and values.
Develop the firm’s growth plan covering plans, participants, assets under advisement, revenue, and profitability; seek Board approval, execute the plan, and report progress regularly.
Own the annual budget, profit-and-loss results, and path to profitability within Board-set authority limits for hiring, compensation, capital commitments, and material vendor and client agreements.
Set standards for the firm’s advisory approach, including financial planning, church plan fiduciary processes under 3(21) and 3(38) service models, investment committee discipline, and client stewardship.
Select recordkeepers, custodians, and other providers, including conducting fee benchmarking and RFPs on behalf of plan clients, consistent with the firm’s fee-only, faith-aligned positioning.
Maintain practitioner-level command of church plan structures and the financial planning needs of pastors, church staff, and plan participants.
Support the Director of Retirement Plan Sales in business development; participate directly in sales with large and strategic plan sponsors, denominations, and associations; and represent BR at denominational and industry conferences.
Partner with the Director of Retirement Plan Sales to scale the sales engine, define the target market and pipeline process, set pricing and service tiers for church plans, and resource the sales team.
Build referral relationships with Brotherhood Mutual’s agent force, Brotherhood Works payroll and HR clients, and the parent organization’s ministry relationships; represent BR within the parent organization.
Launch and grow participant and pastor wealth offerings, including financial planning, rollover, and advice services.
Recruit, hire, and develop the founding team, leading team members directly until the firm’s scale justifies a management layer.
Foster a culture of accountability, collaboration, humility, and excellence rooted in stewardship, modeling integrity, servant leadership, and wise decision-making.
Work with the Chief Compliance Officer to integrate compliance into business decisions without compromising the CCO’s independence, and ensure the compliance function is resourced and empowered from the outset.
Partner with Operations and Technology leadership to ensure systems, workflows, and vendor relationships support scalability and risk management.