Chief Growth Officer

Provenance Wealth Advisors; United States; Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Hybrid work flexibility

Competitive compensation

Professional development opportunities

Job summary

A premier wealth management firm is seeking a Chief Growth Officer (CGO) to accelerate growth and enhance client experience. The CGO will lead business development, oversee sales teams, and innovate product strategies. Candidates should possess a Bachelor's degree in finance with 10+ years in a leadership role. Strong communication, strategic thinking, and team-building skills are essential. This is a hybrid position based in Fort Lauderdale, FL, offering competitive compensation and opportunities for professional development.

Qualifications

• 10+ years of leadership experience in wealth management or financial services.
• Demonstrated success in driving revenue growth and managing sales teams.
• Strong knowledge of investment strategies and financial planning concepts.

Responsibilities

• Develop comprehensive multi-channel growth strategies.
• Lead sales and business development teams.
• Oversee financial product development and client experience.

Skills

Leadership

Strategic Thinking

Team Building

Communication

Education

Bachelor’s degree in Finance, Business, or Economics

MBA or advanced degree

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Chief Growth Officer (CGO)

Reports to: Chief Executive Officer

Location: Fort Lauderdale, FL (Hybrid Work Flexibility Available)

FLSA Classification: Exempt

Position Summary

The Chief Growth Officer (CGO) at Provenance Wealth Advisors (PWA) is a key executive responsible for accelerating the firm’s growth trajectory and strengthening its position as a premier, full‑service wealth management and financial planning firm.

This role will provide strategic leadership across Sales Management, Investment Advisor Development, Practice Management, Marketing, Product & Platform Innovation, and will design and execute growth strategies that drive revenue, expand market share, elevate the client experience, and enhance advisor productivity. The CGO will oversee business development initiatives, identify new revenue channels, optimize product offerings, and ensure alignment across advisory, investment, marketing, and operational functions.

As a member of the Senior Leadership Team, the CGO will work closely with the CEO, COO, Chief Investment Office, and other business leaders to develop long‑term strategic plans and ensure the firm’s service model, technology, and offerings meet evolving client and advisor needs.

Key Responsibilities

Sales, Business Development & Market Expansion

• Develop and execute a comprehensive, multi‑channel growth strategy aligned with PWA’s long‑term vision and revenue targets.
• Lead, mentor, and manage the Sales and Business Development teams, establishing clear performance metrics, accountability systems, and incentive structures.
• Identify and develop new business opportunities including strategic partnerships, centers of influence (COIs), referral sources, and niche market expansion.
• Build a scalable advisor recruitment strategy focused on attracting high‑performing financial advisors and teams that align with PWA’s culture and service model.
• Partner with Marketing to refine brand positioning, enhance lead generation initiatives, and ensure consistent messaging across all channels.

Investment Advisor Leadership & Practice Management

• Oversee the performance, coaching, and professional development of all Investment Advisors, ensuring consistent adherence to PWA’s client service standards and financial planning philosophy.
• Implement advisor development programs that elevate productivity, client engagement, planning sophistication, and growth behaviors.
• Provide leadership in practice management, helping advisors optimize their books of business, expand client relationships, and deepen wallet share.
• Collaborate closely with the Chief Investment Office on portfolio strategies, investment communication, client education, and advisor tools that enhance value delivery.

Marketing & Product Strategy, Platform Innovation & Client Experience

• Lead the development and lifecycle management of financial products, wealth management solutions, and service offerings—including pricing, positioning, and competitive differentiation.
• Monitor industry trends, emerging technologies, and client needs to drive innovation and ensure PWA remains competitive and future focused.
• Oversee enhancements to technology & digital platforms including CRM systems, planning software, client portals, and portfolio management tools to support advisor efficiency and client experience.
• Partner with Compliance and Operations to ensure all products and services remain aligned with regulatory requirements and operational best practices.
• Public Relations experience

Leadership, Strategy, and Organizational Alignment

• Serve as a senior thought leader in shaping PWA’s strategic direction, long‑range planning, and growth priorities.
• Foster a culture of collaboration, accountability, and high performance across sales, advisory, marketing, operations, and investment teams.
• Lead cross‑functional initiatives designed to streamline processes, enhance service delivery, and support scalable growth.
• Establish, track, and present key performance indicators (KPIs), business intelligence, and growth reporting to the CEO, Board, and Senior Leadership Team.
• Represent PWA at industry events, conferences, and professional networks to enhance brand presence and attract growth opportunities.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related discipline; MBA or advanced degree strongly preferred.
• 10+ years of progressive leadership experience within an RIA, wealth management firm, broker‑dealer, or financial services organization.
• Demonstrated success driving revenue growth, leading sales teams, managing advisors, and overseeing product or platform strategy.
• Deep knowledge of investment strategies, financial planning concepts, regulatory frameworks (RIA/SEC/FINRA), and the wealth management marketplace.
• Licensing requirements: Series 24, 7, 65.
• Proven experience implementing scalable processes, data‑driven decision frameworks, and cross‑functional leadership.
• Exceptional communication, organizational, and team‑building skills with the ability to inspire and motivate diverse groups.

Preferred Attributes

• Entrepreneurial, forward‑thinking mindset with the ability to identify opportunities and drive innovation in a competitive industry.
• Strong strategic thinking abilities combined with a hands‑on leadership style.
• Ability to build trust and credibility with advisors, senior executives, business partners, and clients.
• Experience with CRM systems (e.g., Salesforce, Redtail), financial planning tools (e.g., eMoney, MoneyGuidePro), and portfolio management platforms.
• Demonstrated ability to drive cultural alignment and promote a collaborative, growth‑oriented environment.