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

• 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