Director of Personal Finance Job at MAI Capital Management, San Ramon, CA

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  • MAI Capital Management
  • San Ramon, CA

Job Description

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


 

Job Tags

Apprenticeship, Work at office, Remote work,

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