Managing Director

1 month ago

wellesley, United States Baystate Financial Full time

About Us:

Baystate Financial is an award-winning financial firm that has been in operation since 1901. With headquarters in Boston, MA and 16 office locations throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products. Our mission is to help clients gain clarity, leverage, and financial independence by providing informed and appropriate financial solutions.


Summary of Responsibilities:

The primary purpose of the Managing Director is to recruit, train, supervise, retain, and grow a unit of Advisors at various stages of professional advancement and experience. These activities should be driven by the business plan of the Firm and should be consistent with Baystate’s business planning objectives. This is a hybrid role, with candidates able to work from our Wellesley, MA or East Providence, RI offices.


Principal Responsibilities:

  • Manage, supervise, develop and coach a unit of Advisors at different career stages. This includes: 

- Joint sales calls, regular team meetings, and individual sales planning conferences. 

- Create a business and performance plan with each Advisor that addresses development needs, marketing plan and team selling opportunities. Ensure that each plan reflects the Firm’s overall goals and objectives.

- Coach Advisors on increasing sales, meeting the objectives of their business plans, as well as overall presentation skills and product knowledge. Provide key support in Advisors’ professional development

- Manage performance of Advisors and participate in employment-related decisions, including identifying, hiring, onboarding and reviews.

  • Actively work with the Director of Recruiting to develop and execute recruiting strategy to attract qualified candidates. Assist the Director of Recruiting in identifying strong candidates by sharing Centers of Influence and driving active recruiting strategies.
  • Partner with the Director of Marketing when developing marketing plans to achieve greater market penetration, increase sales results and heighten brand awareness within the community.
  • Assess Advisors books of business to identify new markets for growth.
  • Maintain a thorough knowledge of Firm’s products and effectively transfer that knowledge to Advisors.
  • Ensure that each Advisor is compliant with and adheres to all company policies and practices with respect to Compliance, Human Resources and Legal Affairs inclusive of good business practice processes. 
  • Stay current on policies, systems, tools and with industry trends regarding field management best practices. 
  • Actively participate in company-sponsored management and leadership development programs
  • Complete continuing education requirements to maintain licenses. Obtain professional designations and FINRA registrations, as required.


Knowledge, Skills, Competencies Required:

  • Demonstrated skill in teaching and coaching Advisors on how to build and improve their practices.
  • Possess financial insight, problem-solving, management, leadership, communication, and interpersonal skills.
  • Knowledge of FINRA/SEC compliance regulations and policies and ability to apply MassMutual specific policies and procedures appropriately.
  • Ability to learn marketing systems, methods to identify markets and ability to provide direction to Advisors to identify markets.
  • Ability to learn Firm’s operational processes and compensation levers.
  • Demonstrated experience overseeing major transactions.
  • Knowledge of industry trends and ability to understand and apply field management best practices.
  • Knowledge of professional organizations and professional designations.


Job Requirements:

  • Bachelor’s degree preferred.
  • Appropriate licensing and FINRA registration: Life/Health insurance, Series 6, 63 (Series 7, 24 and 53 preferred).
  • Licenses necessary to sell MassMutual and MMLIS products.
  • 4+ years as a Producer preferred, and 3+ years as a Managing Director in an organization that is highly structured and has commission-based sales.
  • Track record of success in financial services sales or sales management.

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