Managing Director – Financial Services

Birmingham, AL Posted 9/17/2026 Leaves the board in 2 days
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Build your practice. Recruit your team. Help lead TruOak’s growth in Birmingham.

TruOak Financial Partners is hiring a Managing Director with experience in financial services, life insurance, or wealth management to expand our Birmingham presence. This opportunity combines personal production, advisor recruiting, and team development, with a base salary of $75,000–$150,000 plus commissions and performance-based bonus opportunities.

You have worked hard to build your relationships and reputation. Here, you can put both to work on a larger scale. We are looking for a leader who can attract talented financial professionals, help them develop successful practices, and continue serving clients through a personal book of business.

Recruiting is a core responsibility of this position. You will actively build a candidate pipeline, create relationships throughout the market, and help prospective advisors understand what they can build at TruOak. Once they join, your leadership will help turn that potential into consistent activity, stronger skills, and production.

As a non-captive firm, TruOak offers flexibility in how financial professionals build their practices and serve their clients. You will have room to shape a local team and influence our Birmingham growth strategy, supported by an established organization that provides:

  • Dedicated recruiting support to help you identify and attract talent

  • Marketing resources to support your presence in the Birmingham market

  • Training, mentorship, and advisor development to help your team progress

  • Advanced planning and operational support to help move client opportunities forward

  • Direct access to senior leadership for collaboration, guidance, and market strategy

This could be the next step for a producing advisor who has already helped recruit and mentor others, or an experienced financial services manager ready for greater influence and room to grow.

Join at a stage when your relationships, decisions, and leadership can help shape TruOak’s future in Birmingham.

Compensation and Benefits

  • Base salary of $75,000–$150,000, based on experience and qualifications

  • Commissions based on personal production

  • Performance-based bonus opportunities

  • Medical benefits, dental benefits, and vision benefits

  • 401(k)

  • Hybrid work environment

  • Recruiting, marketing, training, and operational support

  • Direct access to firm leadership