Chief Executive Officer - Partner Firm

Core Areas of Work

• Take on progressive operational accountability for the performance of the business — revenue growth, profitability, operating discipline, and talent — in close partnership with the founder.
• Earn the trust of the founder and team through decisive leadership and early execution, establishing credibility that enables a smooth and confident transition of day-to-day responsibilities.
• Honor the legacy, culture, and client relationships the founder has built — leading in a way that reflects continuity and respect, not replacement.
• Deliver 2x organic growth within three to five years using a combination of share of wallet, pricing, marketing, referrals/COIs, technology, and new client acquisition.
• Personally own conversion outcomes in year one — willing and able to close or co-close live deals early.
• Build, manage, and continuously improve a repeatable growth engine with clear accountability.
• Coach advisors to improve selling behaviors and pipeline performance.
• Develop and own a one-page strategic plan and operating budget aligned with Aspen's underwriting assumptions and value creation model.
• Establish a weekly operating rhythm and pipeline reviews that focus the team's effort on One Page Plan goals, playbooks, and metrics.
• Translate strategy into execution through clear priorities, KPIs, and disciplined operating cadence.
• Build scalable systems and processes that remove the need for individual heroics and distribute knowledge across the firm.
• Make high-quality, data-backed decisions connected to budget lines and growth targets.
• Ensure the business is on track to 2x revenue, AUM, and EBITDA organically within five years.

Requirements

• 2+ years of experience in roles demonstrating knowledge of wealth management — asset management, private banking, wealth management, insurance, or adjacent regulated services.
• 8–18 years in elite and competitive environments with a track record of hard jobs and advancement.
• 2+ years leading teams, including hiring, performance management, and talent development, but still a doer.
• Personal ownership of a revenue number — deal, sales, cross-sell, or equivalent.
• Experience leading trust-based sales motions: client success, sourcing, pitching, advising, business development, or sales.
• Demonstrated track record of improving pipeline conversion rates and funnel performance.
• Personally led projects that improved a growth engine — rebuilding a sales team, increasing conversion, introducing a new product, building a new cross-sell motion, etc.
• Ownership of a P&L or material portion thereof, with direct accountability for revenue, costs, and outcomes.
• Experience operating in lean, low-infrastructure environments without centralized corporate support.
• Revenue Intincts: Directly increases revenue through hands-on leadership, clear accountability, and disciplined follow-through. Channels a strong drive to win into measurable firm growth — without creating damage in a team environment.
• Diplomacy: Influences leadership into alignment even without formal authority. Accurately reads people and dynamics in a small, relationship-heavy firm — adjusting behavior to maintain trust while driving performance.
• Builder: Builds leverage through systems and leaders — not heroics. Improves growth outcomes by testing assumptions quickly, learning from real-world feedback, and adjusting course without ego attachment.
• Leadership Steward: Intention ally grows people's skills and judgment through feedback, opportunities, and support. Operates with stability under pressure — drives clarity and commitment even when the direction is unpopular.
• High Slope: Demonstrates the cognitive elasticity, learning velocity, and systems-level thinking to grow beyond current scope and complexity. Makes analytically driven decisions connected to budget and targets.

Benefits

• Medical, Dental, and Vision Insurance
• Health Savings Account (HSA) with employer contributions
• Commuter Benefits
• 401(k) Plan with a employer match
• Unlimited Paid Time Off (PTO)
• Life Insurance Coverage

Pay

USD 1-500,000 / year

Schedule

Based in the Western Michigan area