Career Opportunities

The mission of Kitces.com is to help financial advicers be better and more successful, creating a 100X multiplier effect for our work and the number of consumers we can positively impact with the power of financial planning delivered by a Kitces-supported financial advicer to their clients.

To achieve this mission, Kitces.com publishes the leading financial planning industry blog Nerd’s Eye View, producing award-winning commentary on financial planning strategies and practice management trends for financial advisors ranked as the most Influential, Objective, Relevant, and Useful content amongst any online media publication for financial advisors. In addition, our Members Section provides additional white papers, webinars, training Courses to master essential skills, and the opportunity for financial planning professionals to earn Continuing Education credits, and we are invited to speak regularly at financial advisor conferences across the US and around the world to present our analysis and insights.

Unlike traditional media sites, though, Kitces.com deliberately generates no revenue from advertising or sponsored content. Instead, we remain solely focused on creating value directly for the financial advicer community, strengthening the awareness of and integrity of the Kitces brand, and being compensated directly from our readers both on our site (for those who join our Members Section, hire us to speak and consult, or purchase Kitces Research), and through our co-owned financial services solutions for consumers (who may engage with our related financial advisory firms) as well as our business solutions for financial advisors themselves (for whom we have a number of businesses providing service and technology solutions for advisory firms).

We are an Equal Opportunity employer committed to a diverse and inclusive workforce. We believe that cultivating a team with a diverse set of perspectives and experiences and fostering an environment of trust where different ideas are encouraged will be a long-term advantage. We actively seek out diversity of all kinds and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability.

From time to time, Michael Kitces of Kitces.com has positions available for hire, either associated with Kitces.com itself, or one of Michael's related businesses.

Current Career Opportunities At Kitces.com

Engagements Manager

Kitces.com is hiring an Engagements Manager who will be responsible for the entire business development process for all of our external engagements, including speaking, consulting, and Group and Enterprise memberships, working proactively with external organizations and internal stakeholders to manage all associated communications, logistics, and workflow, from inquiry to delivery. The Engagements Manager will be responsible for closing all types of inbound sales opportunities, ensuring that all aspects of the engagements — from scheduling, to contracts, to Kitces services and/or deliverables — are carried out efficiently, and in a timely manner, ensuring ongoing relationships with our partnerships. Over time, the Engagements Manager is also expected to cultivate relationships and seek out additional Kitces Engagement opportunities that are on-brand and that promote Kitces value proposition.

So if you love a relationship-driven approach to business development and making positive and mutually beneficial engagements happen , enjoy the ‘thrill’ of closing business, have a strong ability to juggle a lot of opportunities at once and keep all the communication and logistics organized, get excited at the prospect of helping to build our on our Kitces brand promise by making it easy to engage with the Kitces brand, and think it’s exciting to join one of the most trusted sources of quality and relevant information in the financial planning industry (as well as a team that actually lives by the values they talk about) to support our mission of helping financial advicers be better and more successful, then this is the job for you!

Learn More

Engagements Manager

Description/Responsibilities

This full-time, entirely virtually based staff position (work from anywhere, no relocation required!) will report to the Director of Reader Engagement as a member of the Engagement Team.

Core responsibilities include following:

Speaking and Consulting Engagements

-Act as primary point-of-contact for all incoming inquiries relating to engaging the Kitces Team for live presentations, webinars, or consultations, and follow-up as needed.

-Manage the initial speaker or consulting engagement process by negotiating fees, confirming event dates, identifying suitable presentation topics.

-Liaise internally with speakers/consultants to confirm ‘right-fit’, fees, availability, and topic selection.

-Engage in a sales process to persuade inbound prospective organizations that are a good fit to move forward with the engagement.

-Negotiate and review contractual provisions, and ensure proper and timely signature execution.

-Manage all engagement logistics after contracts are signed, leading to the execution and follow-up of the speaking or consulting engagements.

-Support speakers or consultants as needed and required during procurement and logistics processes.

-Maintain records, tracking, and associated data reporting relating to every step of the speaker and consultant engagement process.

-Develop an outbound process to reach out to associations and organizations to identify engagement opportunities for speakers on the Kitces platform.

-Delegate duties and responsibilities to other team members, when applicable, and monitor progress and completion status.

Group/Enterprise Relationship Management

-Act as point-of-contact for any organizations seeking information or looking to establish a Group or Enterprise membership for available Members Section, webinar, or course content.

-Be able to discuss the benefits of a Group or Enterprise Membership to Kitces.com, negotiating terms of the membership and other partnership opportunities

– Oversee the renewal process by reaching out to Groups and Enterprises to ensure their account and membership information is up-to-date, and move them through their renewal in a timely fashion.

-Identify and reach out regarding potential Group and Enterprise sales opportunities.

-Work on additional engagement department initiatives and duties as assigned.

In addition to the above responsibilities, we encourage our team members to identify other growth opportunities for the platform and lead in their implementation while learning new and beneficial skills. In other words, you will own certain assigned accountabilities, but we also want you to work on projects and opportunities that YOU identify as relevant to the platform and career, and that you are passionate about. We at the Kitces team are building something together!

Key Candidate Traits

The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others), and an ability to work in a changing environment (adaptability). We are a team that lives by our values, our support of one another and our commitment to the community we serve. The successful candidate will share these values.

Core Values

Do the Right Thing
Advisors First
Be the Trusted Source
Deposit More Than We Withdraw
No A$$holes
Get Your Nerd On

In addition, the candidate should have the ability to adapt their mindset and communication style to different personality types and work styles, as well as enjoy building relationships with representatives from external organizations, firms, and associations.

The candidate should also be highly adept at both written and verbal communication, and comfortable clearly managing relationships with both forms. The candidate should feel comfortable negotiating fees and packages, and be able to discuss, in detail, the benefits of Kitces products and speakers, and ultimately ask for (and earn) the business.

Above all, the candidate should have an intrinsic desire to help others, in pursuit of serving our members and advancing the real financial advisor community.

Notably, the Kitces platform itself is also growing and evolving. As a result, we are looking for people who seek to be challenged to learn, grow, try new things, and will bring fresh perspectives to the team.

Candidates must be U.S. Citizens, and work within a reasonable time zone to the Eastern United States.

At least 3 years of experience in a sales or business development role (internal or external) is required. Having worked in and being very familiar with financial organizations, firms and associations is preferred, but not required.

Compensation/Benefits
– Base salary $50,000 – $70,000/year based on experience
– Available bonus up to 12% of base salary, determined by meeting key Members Section and other business metrics
– $2,000 budget for additional training/skills education
– $2,000 conference budget
– $2,000 budget for technology hardware/software or related office materials
– Paid membership in a relevant membership association and for a relevant professional designation or certification
– 15 days of paid time off for combined vacation + sick, plus 6 national holidays
– Participation in company 401(k) plan
– Participation in the company health insurance plan

To Apply:
Interested candidates for the Engagements Manager should submit their Resume and Cover Letter to jobs@kitces.com, and may include an (optional) up-to-2-minute video to explain why they are interested in the position.