What's This Job All About?
The Managing Director is a leadership position responsible for developing, implementing and executing the overall strategy for Southeast Michigan along with collaboration from the Executive Council. As Managing Director you will develop, oversee and execute the day to day activities for the market, and have accountability for market KPI’s (Key Performance Indicators), and profitability. You will also be responsible for ensuring alignment of resources in the market with those of the overall firm to be “top of mind” in the strategic wealth management segment.
As Managing Director you will have the ability to employ strong client service and consultative selling skills to grow Greenleaf Trust’s high net worth / ultra-high net worth wealth management practice in Southeast Michigan. Provide cutting edge wealth management/planning solutions and excellent client service. Firm is fee only with no proprietary products or conflicts of interest.
What You'll Be Doing
Set the leadership tone in the Southeast Michigan office. Collaborate with all team members to drive strong new business development and an exceptional client service experience. Ensure sophistication of planning techniques and listening to clients and prospective clients’ wants, needs and desires to become “top of mind” in the market.
What You Need for this Position
Minimum Education/ Experience Required: