Managing Director Resume Example and Template
A strong Managing Director resume demonstrates leadership of a significant business unit, client relationship management, and revenue growth. Highlight assets or revenue under management, team size, client retention, and business development achievements.
Recruiters and boards look for client portfolio value, assets under management, revenue growth, team leadership scale, and ability to attract and retain top talent while growing the business.
Also searched as
Senior Director, Director of Advisory Services, Senior Financial Advisor
Christopher Walsh: Managing Director
Chicago, United States
Summary
Managing Director with 12 years leading global financial advisory division. Grew practice revenue to $62M through relationship development and service innovation. Oversees 85-person team across three cities and managed client portfolios worth $420M in assets. Expert in business development, P&L ownership, talent development, and strategic market positioning.
Work Experience
Managing Director, Westfield Asset Management
Mar 2024 – Present. Wealth and asset management firm with $8.2B assets under management
- Lead Advisory Services division with $62M annual revenue, 85 professionals across Chicago, New York, and Boston offices, and $420M client portfolio
- Grew division revenue 28% over 3 years through market expansion, service line innovation, and acquisition of complementary boutique firm
- Developed and implemented talent development program resulting in 5 promotions to senior advisor roles and 12% retention improvement
Senior Director, Meridian Wealth Partners
Jun 2022 – Feb 2024. Boutique wealth advisory with $6.4B assets under management
- Directed operations for advisory practice generating $42M revenue with 65 team members, managing client relationships worth $290M in assets
- Expanded client base by 18% and grew average assets per client from $3.2M to $4.8M through strategic relationship development and enhanced service offerings
- Established quarterly business review process with top 20 clients, improving retention rate from 88% to 96% and identifying $8M in additional fee revenue
Director of Advisory Services, Meridian Wealth Partners
Jan 2019 – May 2022. Boutique wealth advisory with $6.4B assets under management
- Managed team of 40 advisors and support professionals, generating $28M annual revenue and managing $180M in client assets
- Improved advisor retention by 14 percentage points through career development initiatives and compensation restructuring aligned with firm growth
- Built institutional client division from zero to $42M in assets, now representing 23% of practice revenue
Senior Financial Advisor, Meridian Wealth Partners
Jul 2016 – Dec 2018. Boutique wealth advisory with $6.4B assets under management
- Managed personal client portfolio of $84M in assets, generating $900K in annual fees through comprehensive wealth advisory and trust services
- Developed systematic approach to client prospecting and service delivery, resulting in 22% annual client asset growth
- Mentored junior advisors and contributed to firm business development initiatives, supporting team expansion from 25 to 40 professionals
Education
Northwestern University (Kellogg)
Master of Business Administration, Finance. Sep 2014 – May 2016
University of Illinois
Bachelor of Science, Finance. Sep 2010 – May 2014
Skills
Wealth advisory leadership, Client relationship management, Financial advisory and planning, Business development, P&L and portfolio management, Team development and mentoring, Institutional client relations, Asset management oversight, Strategic market positioning
Languages
English, Italian
Certificates and Awards
- Chartered Financial Analyst (CFA), Level III, CFA Institute, 2018
Why this look works
Managing directors operate in sophisticated financial environments. Use a polished, information-rich layout that conveys expertise and strategic thinking. Conservative colors with confident typography reflect the trust and credibility essential in wealth management and institutional relationships.
Resume tips for this job
- Lead with assets under management or portfolio value. '$420M client portfolio' or '$62M practice revenue' immediately positions your business scale.
- Show team scope across multiple locations. 'Lead 85-person team across Chicago, New York, and Boston offices' demonstrates multi-office management complexity.
- Quantify business development impact. Revenue growth percentages, new client acquisition numbers, and expansion into new service lines show your commercial success.
- Highlight talent development achievements. Managing directors are expected to build and retain teams. Show promotions and retention improvements.
Common questions
Should I disclose specific client names or asset figures?
No. Confidentiality is paramount in wealth management. Use portfolio totals and client counts instead: 'Managed $420M in client assets' or 'Advised 85 institutional clients.' Avoid naming specific clients unless they're already public information.
How do I balance showing personal client success with leadership accomplishments?
Show progression. In your advisor role, highlight your personal book of business and client relationships. In leadership roles, shift focus to practice growth, team leadership, and institutional relationships. The arc shows you proved yourself as an advisor before earning leadership.
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The person, employers and numbers in this example are fictional, written to show what a strong resume for this job looks like.