Wealth Management Chief Growth Officer

Leah Yosef International

Chief Growth Officer

Fee Based RIA

Gulf Coast

Overview

Established independent RIA seeks a Chief Growth Officer to lead the firm's organic growth efforts and build a repeatable growth engine across the advisory team.

Partner closely with the founder to deploy a proven value creation and organic growth playbook to grow AUM and EBITDA and professionalize operations.

Highlights

2x organic growth within three to five years using a combination of share of wallet, pricing, marketing, referrals/COIs, technology, and new client acquisition.
Coach and develop advisors to strengthen business-development, pipeline management, and closing capabilities
Personally drive new business while helping build a repeatable and scalable growth engine
Establish goals, track performance, and create accountability around the firm's growth objectives
Long-term opportunity to expand responsibilities as the business evolves

Requirements

Demonstrated business-development or sales success
Wealth-management industry knowledge or meaningful exposure to the RIA/private-wealth ecosystem
Experience coaching, mentoring, or leading others
Strong analytical and financial acumen
High intellectual curiosity and ability to operate beyond a narrowly defined role

2156

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Vacancy posted 16 hours ago

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