Director of Personal Finance at MAI Capital Management

Date: 8 hours ago
City: San Ramon, CA
Salary: $120,000 - $160,000 per year
Contract type: Full time

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


     

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