Chief Executive Officer

Chief Executive Officer (CEO) – PE-Backed Wealth Management FirmLocation: Greater Grand Rapids, MICompensation: Low $200Ks Base + ~50% Bonus Target (with upside) + Deal Bonus + LTIP + Meaningful Equity ParticipationAbout the Opportunity: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 firmLead day-to-day operations, including client engagement, team leadership, and growth executionServe as the face of the firm, building trust with high-net-worth clients and representing the business in the local marketDrive organic growth through business development, referral channels, and client acquisition strategiesBuild and manage a revenue pipeline, including personal involvement in key client relationshipsPartner with platform leadership on strategic initiatives, including acquisitions and integrationRecruit, develop, and lead a high-performing team of advisors and support staffImplement best practices, systems, and processes aligned with platform standardsIdentify and execute opportunities to expand services, improve client experience, and increase wallet shareCollaborate with peer leaders across the platform to share best practices and drive performanceRequired Qualifications:5–10+ years of leadership experience with demonstrated team leadership and accountabilityProven experience building or scaling a business, function, or revenue-generating initiativeAt 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 clientsDemonstrated ability to drive revenue growth, build pipelines, and close businessCombination of strategic thinking and hands-on execution capabilityExperience in leadership roles within fast-paced, high-performance environments (military, consulting, startups, or operating roles) is highly attractiveStrong communication, leadership, and problem-solving skillsIdeal Candidate Profile:High-potential operator with a mix of leadership experience and early-career exposure to wealth managementHas built or scaled something meaningful (e.g., business unit, startup, revenue channel, or team)Comfortable both leading teams and personally engaging in client-facing activitiesBrings strong "builder" mentality with ambition to grow into a top-tier executive within a scaling platformMBA or top-tier academic backgroundWhy Join: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 platformPlay a central role in driving growth across both the local business and broader organizationGain exposure to M&A, integration, and multi-site scaling strategiesParticipate in a structured executive program, including equity, co-invest opportunities, and long-term wealth creationJoin a platform that is outperforming its growth plan and rapidly expanding its national footprint