Beyond "Managing Director": Creative Job Titles in the Financial Industry

Modernizing your employees' job titles at your advisory practice can be a simple approach to improving your digital and brand presence with GenX and millennial investors, and showing your clients exactly what you do.

Consider the example of “the genius bar” at Apple’s retail stores. While the job itself is not particularly unique (you simply help resolve customer product problems), you are branding your employees with what your company represents and stands for.

Here are a few job titles we love from some modern-thinking service providers:

  • 1) Head of Making Friends (instead of National Sales Director or Head of Business Development)

  • 2) Client Ambassador (Instead of wealth manager or associate)

  • 3) Director of First Impressions (Instead of Receptionist)

  • 4) Lead Enabler (Instead of administrative assistant)

  • 5) Ambassador of Buzz (Instead of chief marketing officer)

Learn about other modernization ideas for your brand
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Amy Parvaneh

****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.