Chief Growth Officer

Chief Growth Officer

About the Company

Established independent RIA focused on organic growth, AUM growth, and operational professionalization.

Industry
Financial Services

Type
Privately Held

About the Role

The Company is in search of a Chief Growth Officer to spearhead its organic growth initiatives and establish a robust growth framework within the advisory team. The successful candidate will work closely with the firm's founder to implement a proven value creation and organic growth strategy, with a focus on increasing AUM and EBITDA while enhancing operational professionalism. Key responsibilities include driving new business, coaching and developing advisors in business development, and creating a culture of accountability around the firm's growth objectives. The role offers the opportunity to expand responsibilities as the business evolves and requires a candidate with a strong background in business development or sales, a deep understanding of the wealth management industry, and a track record of success in a similar role. Applicants for the Chief Growth Officer position at the company should have a background in the wealth management industry, with a preference for those with experience in the RIA or private wealth ecosystem. The role demands a candidate with a proven ability to coach, mentor, or lead others, as well as strong analytical and financial acumen. The ideal candidate will be highly intellectually curious and capable of operating beyond a narrowly defined role. Responsibilities also include establishing and tracking performance against growth goals, and the role is pivotal in the firm's strategy to achieve 2x organic growth within a 3-5 year period through various channels such as share of wallet, pricing, marketing, referrals, technology, and new client acquisition.

Functions

• Business Development
• Sales/Revenue