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Director of Personal Finance
Director of Personal FinanceMAI Wealth Management, Inc. • Independence, OH, US
Director of Personal Finance

Director of Personal Finance

MAI Wealth Management, Inc. • Independence, OH, US
[job_card.variable_days_ago]
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  • [job_card.full_time]
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Job Description

Job Description

GENERAL JOB DESCRIPTION

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.

This position can be located in our Headquarters near Cleveland, OH; our office in San Ramon, CA; or remotely in the United States.

MAJOR DUTIES AND RESPONSIBILITIES

  • Leadership & Strategy

Develop and execute the vision for the Sports Personal Finance Division as both a  shared service for advisors  and a  developmental pathway for emerging advisors .

  • Manage a team of emerging advisors, providing support and financial coaching for professional athletes and entertainers.
  • Establish clear service models, workflows, and metrics for client readiness, advisor efficiency, and long-term client retention.
  • Collaborate with leaders in Tax, Investments, and Client Accounting to ensure coordinated delivery across the firm.
  • Represent the firm externally with leagues, player associations, and sports organizations as a credible educational partner.
  • Client Engagement & Program Oversight

    • Oversee the delivery of financial education, budgeting, and cash-flow management programs for athletes and entertainers.

  • Ensure consistent quality, compliance, and client experience across all engagements.
  • Create “graduation criteria” for clients transitioning from financial coaching into full advisory relationships.
  • Develop tools and dashboards to measure client progress (e.g., Financial Readiness Scores).
  • Advisor Development

    • Build and oversee a structured  advisor apprenticeship program , preparing new talent to serve high-profile sports and entertainment clients.

  • Mentor analysts, planners, and associate advisors through training in personal finance, communication, and behavioral coaching.
  • Collaborate with the firm’s Advisor Development Committee to align curriculum and career progression.
  • Operational Excellence

    • Establish repeatable systems for onboarding, billing, and referral workflows in partnership with operations.

  • Track division performance metrics : advisor adoption, client retention, and training outcomes.
  • Build scalable processes that integrate seamlessly with the firm’s CRM and compliance infrastructure.
  • Cultural & Brand Stewardship

    • Model the firm’s mission of stewardship and generational impact.

  • Reinforce a culture of learning, humility, and service across all levels of the division.
  • Serve as a visible brand ambassador for financial literacy and athlete development.

    • EXPERIENCE / CREDENTIALS

  • 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

    • COMPETENCIES

  • 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

    • FEATURED BENEFITS :

  • Discretionary Bonus
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement
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