Chief Growth Officer

Vicus Capital, Inc.; Pennsylvania; Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health Insurance

Group Life Insurance

Short-Term Disability Insurance

401(k) Plan with employer contribution

Paid Time Off

Job summary

An independent investment management firm is seeking an experienced Chief Growth Officer to drive recruitment and acquisition of financial advisors. The ideal candidate has deep industry expertise and strong relationship-building skills. This full-time role offers competitive compensation, remote or hybrid flexibility, and includes comprehensive benefits like health insurance and a 401(k) plan.

Qualifications

• Minimum 10 years of experience in financial services industry.
• Deep understanding of RIA landscape and growth trends.
• Prior recruiting experience in RIA or wealth management.
• Strong interpersonal and relationship building skills.
• Drive & confidence to initiate interactions with prospects.
• Exceptional attention to detail.
• Effectively leverage data & industry technology (CRM systems, lead generation systems).
• Complete administrative tasks (updating CRM, expense reporting) in a timely manner.
• Travel as needed for the position.
• Full-time salaried position with incentive compensation.
• Flexibility of being remote or hybrid for qualified candidates.

Responsibilities

• Grow market share through recruitment of financial advisors.
• Develop outreach strategies to attract ideal prospects.
• Maintain relationships with RIA professionals.
• Leverage relationships to build a pipeline of advisors, operations staff, and client service pros.
• Maintain and expand network of RIA professionals through ongoing engagement.
• Identify and maintain relationships to attract and recruit FAs and firms seeking to sell or succession planning.
• Create and manage a CRM-based pipeline of prospects.
• Track and report regularly on recruiting pipeline.
• Engage prospects throughout recruitment and/or acquisition.
• Attend industry conferences and events.

Skills

Interpersonal skills

Relationship building

Data management

Attention to detail

Prospect outreach

Data & CRM tools

Detail-oriented

Administrative tasks (CRM, expenses)

Willingness to travel

Remote or hybrid flexibility

Education

Bachelor’s degree or high school diploma with 10 years experience

Tools

CRM systems

Lead generation systems

Job description

Vicus Capital is an independent investment management firm headquartered in State College, Pennsylvania. As a Registered Investment Advisor (RIA), Vicus Capital partners with wealth managers across the country providing end-clients with elite service and cutting-edge advisory platforms.

Summary

We are seeking an experienced Chief Growth Officer with deep industry knowledge to help us expand our network of high-performing advisors. This is an exciting opportunity to directly impact our growth trajectory. This role is responsible for growing our market share on two fronts: recruitment of financial advisors (FAs) and pursuit of acquisition opportunities of established firms.

Key Responsibilities

Demonstrate a deep understanding of our firm’s value proposition, business model, investment philosophy, product offerings, and company culture

Articulate our firm’s growth objectives, recruiting and acquisition practices

Develop and implement a proactive outreach strategy to target our ideal prospect pool

Leverage existing relationships and networks to build a pipeline of qualified candidates including advisors, operations staff, and client service professionals

Maintain and expand a strong network of RIA professionals through ongoing relationship-building and industry engagement

Identify, build, and maintain relationships - in person and virtually - to attract and recruit FAs and firms looking to sell their business or identify a succession plan for their clients

Create and effectively manage a pipeline of prospects in a CRM database

Track and provide regular updates on recruiting pipeline

Engage prospects throughout the recruitment and/or acquisition process

Attend industry conferences and events

Qualifications & Skills

• Bachelor’s degree or high school diploma + 10 years of financial services industry experience
• Deep understanding of the RIA landscape, roles, regulations, and growth trends
• Prior recruiting experience within the RIA or wealth management industry
• Strong interpersonal and relationship building skills
• Drive & confidence to initiate interactions with prospects
• Exceptional attention to detail
• Effectively leverage data & industry technology (CRM systems, lead generation systems)
• Complete administrative tasks (updating CRM, expense reporting) in a timely manner
• Travel as needed for the position
• Full-time salaried position with incentive compensation
• Flexibility of being remote or hybrid for qualified candidates
• Health Insurance
• Group Life Insurance
• Short-Term Disability Insurance
• 401(k) Plan with safe harbor employer contribution
• Paid Time Off

Why Join Vicus Capital?

• Work with a collaborative and values-driven leadership team
• Opportunity to make a measurable impact on a growing, independent firm
• Competitive compensation and performance incentives
• Flexible work environment with potential for remote or hybrid structure