Chief Growth Officer

Chief Growth Officer

Full‑Time, On‑Site, Reports to Founder. Base salary of $250k plus 50% bonus, moving to an uncapped bonus structure.

Locations: Park Ridge, IL; Boston, MA; Salt Lake City, UT. Requires on‑site presence with travel as needed.

An exceptional opportunity has arisen for a commercially minded and entrepreneurial Chief Growth Officer to join a highly regarded multi‑family office and alternative investment platform serving ultra‑high‑net‑worth families, individuals, and institutional investors. This role is ideally suited to a senior executive who combines commercial acumen with operational excellence and enjoys building scalable businesses in a fast‑paced, entrepreneurial environment.

Responsibilities

• Develop and execute the firm's enterprise‑wide growth strategy across multiple business lines.
• Partner with executive leadership to define growth priorities, business objectives, and long‑term strategic initiatives.
• Build and scale client acquisition strategies targeting ultra‑high‑net‑worth individuals, families, family offices, and institutional investors.
• Expand and cultivate strategic referral networks, including attorneys, CPAs, investment professionals, and other centers of influence.
• Drive brand positioning, marketing initiatives, and business development strategies that generate sustainable growth.
• Lead acquisitions, strategic partnerships, advisor lift‑outs, and corporate development initiatives from sourcing through integration.
• Identify opportunities to maximize collaboration and revenue generation across multiple investment platforms.
• Design and implement scalable operating systems, performance dashboards, and measurable growth processes using Lean Management methodologies and continuous improvement principles.
• Build, mentor, and lead a high‑performing business development and growth team.
• Establish key performance metrics and provide regular reporting to executive leadership on pipeline, assets under management, client acquisition, retention, and revenue growth.

Requirements

• 8+ years of senior leadership experience in business development, growth strategy, distribution, or corporate development within wealth management, asset management, private markets, or a related financial services environment.
• Proven track record of delivering measurable business growth through both organic and acquisition‑led strategies.
• Strong understanding of the ultra‑high‑net‑worth marketplace, wealth management, investment platforms, and institutional client relationships.
• Experience implementing Lean Management principles, the Danaher Business System (DBS), or similar operational excellence frameworks.
• Demonstrated experience leading strategic partnerships, acquisitions, or corporate development initiatives.
• Outstanding communication and relationship‑building skills with the executive presence to engage sophisticated clients and stakeholders.
• A collaborative, entrepreneurial mindset with the ability to build processes, teams, and infrastructure from the ground up.
• Willingness to work on‑site full‑time in Park Ridge, IL, Boston, MA, or Salt Lake City, UT, with travel as required.

Preferred Experience

• Experience within an RIA, family office, multi‑family office, private wealth firm, asset manager, or alternative investment platform.
• M&A transaction experience, including due diligence, valuation, and post‑acquisition integration.
• Lean Six Sigma or comparable operational excellence certification.
• Experience leveraging AI productivity tools to improve research, analysis, planning, and execution.