Chief Growth Officer

Responsibilities

• Develop and execute the firm's overall growth strategy across client acquisition, partnerships, and expansion initiatives.
• Drive distribution efforts targeting ultra-high-net-worth individuals, family offices, and institutional investors.
• Build and maintain referral networks with key intermediaries, including attorneys, CPAs, advisors, and industry professionals.
• Led corporate development activities, including sourcing, evaluating, and executing acquisitions, strategic partnerships, and advisor team lift-outs.
• Identify opportunities to enhance collaboration and cross-selling across business lines.
• Implement scalable operating processes, performance metrics, and reporting frameworks to support sustainable growth.
• Build, mentor, and lead a high-performing growth and business development team.
• Track and report on key performance indicators, including pipeline development, client growth, assets raised, and strategic initiatives.

Qualifications

• 7+ years of experience in growth strategy and business development within financial services.
• Strong understanding of wealth management, asset management, alternative investments, or related sectors.
• Proven success driving client acquisition, revenue growth, asset growth, or strategic expansion initiatives.
• Experience leading acquisitions, partnerships, or other inorganic growth strategies is highly preferred.
• Familiarity with Lean Management principles and process improvement methodologies.
• Excellent communication and relationship-building skills with the ability to engage senior executives, investors, and external partners.
• Strategic, execution-oriented mindset with the ability to build scalable processes and infrastructure.
• Willingness to work on-site in Chicago, Boston, or Salt Lake City and travel as needed.