Data Center Engineer

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 #J-18808-Ljbffr