Managing Director and Head of Brotherhood Retirement

Brotherhood Mutual Careers•Colorado Springs, CO

About The Position

Brotherhood Retirement (BR), a fee-only registered investment advisor headquartered in Colorado Springs, Colorado, provides retirement plan and investment advisory services to churches and mission-driven organizations. The Managing Director is BR’s founding chief executive and is accountable to the Board of Directors for building and rapidly growing the business. The role sets strategic direction, turns Board objectives into a quantified growth plan, hires and leads the team, and establishes the advisory, operating, and compliance foundations needed to scale. It carries full profit-and-loss accountability, including responsibility for 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 throughout the sales process and engages directly with large and strategic clients. Internally, the role builds a high-performing, mission-aligned culture and leads the firm’s advisory approach, business development, people, and cross-functional partnerships. The position requires sound judgment, servant leadership, and the ability to move quickly while upholding fiduciary and regulatory standards.

Requirements

Bachelor’s degree required.
Active Series 65 license required; must maintain all applicable investment adviser representative registrations in good standing.
At least 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 retirement-plan experience, including 401(k), 403(b), and church plans.
Church-plan experience covering 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.
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, with the presence to serve 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 ability to conduct oneself in a way that does not alienate or offend people in the church and related ministries market.

Nice To Haves

Advanced degree.
CFP® certification (listed after the required Series 65 license; the posting does not explicitly label CFP® as preferred or required).
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.
Demonstrated 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, establishing the operating model, priorities, and disciplines needed to scale in alignment with its mission and values.
Develop the firm’s growth plan—including plans, participants, assets under advisement, revenue, and profitability—for Board approval; execute the plan and report progress to the Board 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.
Own selection of recordkeepers, custodians, and other providers, including client-plan fee benchmarking and RFPs, 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 by defining the target market and pipeline process, setting church-plan pricing and service tiers, and resourcing the sales team with plan consultants and support staff.
Build the referral engine 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 services, including financial planning, rollover, and advice services, as a second growth engine alongside plan advisory.
Recruit, hire, and develop the founding team, prioritizing people who can operate in an early-stage environment; lead the team directly until the firm’s scale justifies a management layer.
Foster a culture of accountability, collaboration, humility, and excellence rooted in stewardship, and model 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 appropriately resourced and empowered.
Partner with Operations and Technology leadership to ensure systems, workflows, and vendor relationships support scalability and risk management.