Managing Director
Company: Integrated Financial Concepts
Location: Roseland
Posted on: February 18, 2026
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Job Description:
Job Description Job Description Managing Director (Player/Coach
Role) We are seeking a dynamic and ambitious Managing Director to
join our growing financial services firm in a player/coach
capacity. This unique opportunity allows you to continue building
your personal book of business while also mentoring and leading a
team of financial professionals. We are a team of top-tier
professionals who collaborate closely and bring a wide range of
specialized expertise to the table — all to better serve clients
with holistic, high-quality advice. Our firm is known for its
family-like culture , where people genuinely support one another,
and turnover is extremely rare. What sets us apart is the built-in
support system — our leadership team is actively involved in
recruiting top talent, allowing you to stay focused on high-impact
activities like client meetings, business development, and team
coaching. With access to proven marketing lanes , you'll have the
tools to consistently generate leads and help your team do the
same. If you're looking to take your practice to the next level
while elevating others along the way, this role is for you.
Compensation: $150,000 - $200,000 Base Commission Responsibilities:
Build and maintain a book of business through client acquisition,
planning, and relationship management Lead, coach, and mentor a
team of financial professionals to drive performance and
development Earn override compensation based on your team’s
production while continuing to develop your personal practice
Collaborate with leadership on recruiting strategy and actively
participate in interviews and onboarding Leverage our firm’s
marketing systems to support prospecting and lead generation for
both yourself and your team Contribute to a collaborative,
client-focused culture and provide input on firm-wide training and
growth initiatives Run regular training sessions to enhance advisor
skills and share best practices Qualifications: Proven track record
of success in financial services, insurance, wealth management, or
a related industry Minimum of 5 years of experience as a financial
advisor or in a sales leadership role Active life/health insurance
license and relevant securities licenses (or willingness to obtain)
Strong ability to lead, mentor, and inspire others Self-motivated
with a passion for growth, both personally and as a leader
Excellent communication and relationship-building skills Desire to
build something bigger than yourself and leave a lasting impact
About Company Our mission is clear: To Do Good in our communities
and for the families we serve. For over 175 years , we have been
committed to keeping our promises, providing families with
financial stability through life’s ups and downs. Our products help
individuals plan for the future with confidence. You’ll have access
to comprehensive support, training, and resources to establish and
grow your practice. We provide the tools needed to develop client
relationships, navigate the industry, and offer tailored financial
solutions. We are looking for driven professionals who are eager to
build a career in financial services while helping clients achieve
their financial goals. If you’re looking for a role with structured
support and professional growth opportunities , we’d love to
connect with you.
Keywords: Integrated Financial Concepts, Hamden , Managing Director, Accounting, Auditing , Roseland, Connecticut
