Managing Director, Financial Planning
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 14h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 80d ago
The date the source published, not the day we noticed it (2026-08-14). Last seen at its source 3h ago.
We have tracked this listing since 26 Oct 2026 (7 days). The employer's own board has carried it every time we have read it, most recently 3 hours ago.
Is it remote?
Remote
That is the location the employer filed this posting under. Quoted as written — we do not re-word the source's own location.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $183.9k–233.1k/yr
Middle 50% of 96 listings that do state pay — Finance · Head · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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Workday employer's own board first seen 7d ago · last seen 3h ago
The listing
Spire Outsourcing helps financial professionals save time, increase efficiency, and deliver high-quality financial plans to their clients. Developed by experienced CFP® professionals, Spire acts as an extension of advisory teams by providing comprehensive financial plan construction and support, allowing advisors to focus on growing their businesses and strengthening client relationships.
Position Summary
Spire Outsourcing is seeking a strategic and entrepreneurial Managing Director to lead the continued growth and expansion of our financial planning outsourcing business. This executive-level leader will be responsible for driving business development, developing strategic initiatives, cultivating industry relationships, and ensuring the delivery of exceptional financial planning services.
The ideal candidate is a proven leader in financial planning with strong business development experience, deep industry expertise, and a passion for helping financial professionals expand the value they deliver to their clients.
Key Responsibilities
Strategic Leadership
Develop and execute Spire's strategic growth plan and annual operating budget.
Partner with executive leadership to enhance service offerings and drive business expansion.
Monitor financial performance and provide insights and recommendations to stakeholders.
Lead initiatives that improve operational efficiency, scalability, and client outcomes.
Business Development
Create and implement business development strategies that support annual revenue goals.
Build relationships with RIAs, financial advisors, enterprises, and industry partners.
Expand market awareness and adoption of Spire Outsourcing services.
Identify opportunities to strengthen the firm's market position and industry presence.
Client Experience
Develop and maintain trusted relationships with clients and key stakeholders.
Participate in client meetings, presentations, and strategic reviews.
Ensure consistent delivery of high-quality financial planning solutions.
Champion client satisfaction and long-term retention.
Team Leadership
Recruit, mentor, and lead financial planning professionals.
Foster a culture of collaboration, innovation, and accountability.
Promote ongoing professional development and industry education.
Support the implementation of technologies and processes that improve service delivery.
Industry Expertise
Stay informed regarding financial planning trends, regulatory developments, and best practices.
Evaluate and implement new tools, methodologies, and technologies to strengthen service offerings.
Represent Spire at industry events, conferences, and networking opportunities.
What We Are Looking For
10+ years of financial planning, wealth management, consulting, or related leadership experience.
Demonstrated success in business development and revenue growth.
Experience leading teams and managing strategic initiatives.
Strong understanding of financial planning processes and advisor needs.
Required Credentials
CFP® designation or equivalent professional designation required.
FINRA Series 7 and Series 66 licenses required.
Why Join Spire Outsourcing?
Opportunity to shape the future growth of an innovative financial planning services organization.
Work alongside experienced financial planning professionals dedicated to advisor success.
Drive meaningful impact across advisors, enterprises, and clients nationwide.
Lead a business positioned to help financial professionals become more efficient and scalable.
Location: REMOTE, Phoenix, AZ, or Fairfield, IA
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.