Managing Partner
Contract type:
Full-time
Location:
Charlotte County
Industry:
Financial Services
Date published:
06-09-2026
About the role As a managing partner, you won't just lead a team -- you'll build one. This role is ideal for someone who thrives on recruiting, developing and mentoring others. You'll be responsible for identifying top talent, coaching new financial representatives, and cultivating a culture of service, growth, and long-term success.
Key responsibilities - Recruit, select and onboard new financial representatives.
- Provide hands-on training and mentorship to help team members succeed.
- Foster a collaborative and service-oriented team culture.
- Represent Modern Woodmen at networking events, career fairs and community activities.
- Support your team to help members achieve their financial goals.
What you can expect - Unlimited income potential with performance-based rewards.
- A proven business model that supports financial security and growth.
- Guided training and coaching on how to grow your organization.
- Autonomy to shape your career and build a team aligned with your goals.
About you As a managing partner, you'll lead the growth of a dynamic team of financial representatives by recruiting, mentoring and inspiring individuals to reach their full potential. You'll represent Modern Woodmen at networking events and career fairs, recruiting top talent to join your district. Through hands-on coaching, you'll help your team achieve professional goals while helping Modern Woodmen members plan for their financial goals. Beyond business, you'll also actively engage members through our fraternal programs and benefits. From scholarship opportunities and volunteer project grants to social, educational and volunteer events like trivia nights, food drives and fundraisers, you'll engage members and impact their communities in meaningful ways .
Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications - Obtain and retain Series 6, 63 and 26 securities licenses.
- Have previous financial services experience.
- Honesty and integrity.
- Demonstrated or has leadership skills.
- Can overcome adversity.
- Wants to grow personally while helping others.
- Enjoys building long-term relationships.
Benefits and perks - Paid medical and dental insurance.
- 401(k) retirement plan with company match.
- Noncontributory pension plan.
- Group term life insurance.
- Expense-paid trips, bonuses and other incentives.
