Description
The primary purpose of the Managing Associate role is to support the firm's leadership team in executing strategic initiatives that drive business growth, enhance advisor development, and strengthen overall organizational performance. This position plays an integral role in advancing the firm's objectives through business development activities, marketing strategy execution, and the implementation of programs that support advisor success and operational excellence.
The Managing Associate partners closely with leadership to identify growth opportunities, enhance client and advisor engagement, and contribute to the development and execution of initiatives that support the firm's long-term vision. This role requires a proactive, results-oriented professional who can effectively coordinate projects, foster collaboration, and help drive continuous improvement across the organization.
By supporting key growth strategies and organizational priorities, the Managing Associate contributes directly to the firm's sustained success, market presence, and commitment to delivering exceptional value to clients and advisors.
Responsibilities
• Drive organizational growth by achieving annual recruiting objectives and attracting top-tier talent to support the firm's expansion and long-term success.
• Maintain a high level of personal production performance, consistently meeting or exceeding leadership benchmarks while serving as a credible and effective producing leader.
• Collaborate with senior leadership to identify, evaluate, and pursue strategic market opportunities that align with the firm's growth initiatives and business objectives.
• Support the development and execution of recruiting, onboarding, and training programs designed to strengthen advisor performance, accelerate growth, and enhance organizational effectiveness.
• Build and cultivate strong professional relationships to develop a robust talent pipeline and promote the firm's value proposition to prospective advisors and business partners.
• Participate actively in leadership development initiatives, continuing education programs, and professional growth opportunities to expand leadership capabilities and prepare for increased responsibilities.
• Contribute to the implementation of strategic initiatives that improve operational performance, advisor engagement, and overall business results.
• Demonstrate a commitment to the firm's culture, values, and leadership standards while fostering a collaborative, growth-oriented environment.
Qualifications
• Results-driven sales and leadership professional with 2-3 years of experience in the insurance industry, including agency distribution and field leadership environments. Demonstrated success in recruiting, developing, and leading high-performing teams while driving business growth and achieving performance objectives.
• Strong relationship-builder with the ability to connect effectively with individuals from diverse backgrounds and facilitate meaningful conversations related to performance, career advancement, and professional development. Proven ability to coach, mentor, and motivate team members to achieve measurable results while fostering a culture of accountability, engagement, and continuous improvement.
• Skilled at adapting leadership and development strategies to align with individual strengths, organizational goals, and industry best practices. Possesses excellent communication, interpersonal, and organizational skills, with the ability to manage multiple priorities in a fast-paced environment. Self-motivated and business-focused, demonstrating sound judgment, a strong sense of urgency, and a commitment to operational excellence.
• Proficient in utilizing training platforms, development tools, and performance management resources to support talent development, enhance team effectiveness, and accelerate organizational growth. Recognized for a proactive approach to leadership, strategic thinking, and the ability to drive results through collaboration, influence, and execution.
