Chief Executive Officer

Chief Executive Officer (CEO) PE-Backed Wealth Management Firm

We are seeking a Chief Executive Officer (CEO) to lead a newly acquired partner firm within a rapidly scaling, national wealth management platform executing a buy-and-build strategy. The platform partners with high-quality advisory firms, providing leadership, infrastructure, and growth capital to accelerate expansion. The Kalamazoo partner firm represents a priority acquisition, and this CEO will play a critical role in leading the business through its next phase of growth. The platform currently operates multiple partner firms across several regions and is ahead of its growth plan, with a strong pipeline of additional acquisitions underway.

This is a unique opportunity to step into a CEO role with full P&L ownership while being supported by an institutional platform. The incoming leader will be responsible for driving organic growth, leading client engagement, and building a high-performing team, while also contributing to broader platform initiatives. This role is ideal for a high-trajectory leader who combines strong business-building instincts with the ability to engage directly with high-net-worth clients and represent the firm at the highest level.

Key Responsibilities:

• Own full P&L responsibility and overall performance of the partner firm
• Lead day-to-day operations, including client engagement, team leadership, and growth execution
• Serve as the face of the firm, building trust with high-net-worth clients and representing the business in the local market
• Drive organic growth through business development, referral channels, and client acquisition strategies
• Build and manage a revenue pipeline, including personal involvement in key client relationships
• Partner with platform leadership on strategic initiatives, including acquisitions and integration
• Recruit, develop, and lead a high-performing team of advisors and support staff
• Implement best practices, systems, and processes aligned with platform standards
• Identify and execute opportunities to expand services, improve client experience, and increase wallet share
• Collaborate with peer leaders across the platform to share best practices and drive performance

Required Qualifications:

• 510+ years of leadership experience with demonstrated team leadership and accountability
• Proven experience building or scaling a business, function, or revenue-generating initiative
• At least 4+ years of experience in wealth management or private wealth advisory (e.g., major wirehouses or advisory firms)
• Strong executive presence with the ability to engage and build credibility with high-net-worth clients
• Demonstrated ability to drive revenue growth, build pipelines, and close business
• Combination of strategic thinking and hands-on execution capability
• Experience in leadership roles within fast-paced, high-performance environments (military, consulting, startups, or operating roles) is highly attractive
• Strong communication, leadership, and problem-solving skills

Ideal Candidate Profile:

• High-potential operator with a mix of leadership experience and early-career exposure to wealth management
• Has built or scaled something meaningful (e.g., business unit, startup, revenue channel, or team)
• Comfortable both leading teams and personally engaging in client-facing activities
• Brings strong "builder" mentality with ambition to grow into a top-tier executive within a scaling platform
• MBA or top-tier academic background

This is a rare opportunity to step into a CEO role within a high-growth wealth management platform at an early stage of scale.

The incoming CEO will:

• Lead a partner firm with full ownership and autonomy while supported by a broader platform
• Play a central role in driving growth across both the local business and broader organization
• Gain exposure to M&A, integration, and multi-site scaling strategies
• Participate in a structured executive program, including equity, co-invest opportunities, and long-term wealth creation
• Join a platform that is outperforming its growth plan and rapidly expanding its national footprint