Director of Personal Finance

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

1. Leadership & Strategy
   1. 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.
   2. Manage a team of emerging advisors, providing support and financial coaching for professional athletes and entertainers.
   3. Establish clear service models, workflows, and metrics for client readiness, advisor efficiency, and long-term client retention.
   4. Collaborate with leaders in Tax, Investments, and Client Accounting to ensure coordinated delivery across the firm.
   5. Represent the firm externally with leagues, player associations, and sports organizations as a credible educational partner.

1. Client Engagement & Program Oversight
   1. Oversee the delivery of financial education, budgeting, and cash-flow management programs for athletes and entertainers.
   2. Ensure consistent quality, compliance, and client experience across all engagements.
   3. Create “graduation criteria” for clients transitioning from financial coaching into full advisory relationships.
   4. Develop tools and dashboards to measure client progress (e.g., Financial Readiness Scores).

1. Advisor Development
   1. Build and oversee a structured advisor apprenticeship program, preparing new talent to serve high-profile sports and entertainment clients.
   2. Mentor analysts, planners, and associate advisors through training in personal finance, communication, and behavioral coaching.
   3. Collaborate with the firm’s Advisor Development Committee to align curriculum and career progression.

1. Operational Excellence
   1. Establish repeatable systems for onboarding, billing, and referral workflows in partnership with operations.
   2. Track division performance metrics: advisor adoption, client retention, and training outcomes.
   3. Build scalable processes that integrate seamlessly with the firm’s CRM and compliance infrastructure.

1. Cultural & Brand Stewardship
   1. Model the firm’s mission of stewardship and generational impact.
   2. Reinforce a culture of learning, humility, and service across all levels of the division.
   3. 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