Chief Revenue Officer

Ascension Search Partners; Austin (TX); On-site; USD 300,000 - 600,000; Full time

Job summary

Ascension Search Partners is retained by a rapidly growing, private equity-backed financial services platform to hire their Chief Revenue Officer who will design and scale the next phase of its growth.

This executive will own the revenue architecture, including multi-channel distribution, partnerships, revenue operations, pricing, and KPIs, reporting to the CEO and working with the leadership team to create sustainable long-term value.

Qualifications

• Experience building and scaling revenue engines in PE-backed or high-growth environments.
• Proven track record in wealth/asset management or related sectors.
• Experience with intermediary partnerships and multi-channel distribution.

Responsibilities

• Design and scale the company's revenue engine across multiple channels.
• Own pricing, positioning and revenue forecasting with KPI ownership.
• Lead go-to-market architecture and sales leadership to enable growth.
• Collaborate with the CEO and executive team to drive asset growth and long-term value.

Skills

Distribution strategy

Partnership development

Revenue operations

Go-to-market design

Forecasting & KPI ownership

Job description

Ascension Search Partners has been retained by rapidly growing, private equity-backed financial services platform to hire their Chief Revenue Officer who will design and scale the next phase of its growth. This is not a traditional CRO role where success is measured solely by leading an existing sales organization. This executive will own the revenue architecture and commercial infrastructure that drives long-term enterprise value.

The organization administers over $1 billion in assets and operates within a highly differentiated segment of financial services, developing tax-advantaged investment and wealth solutions through multiple intermediary distribution channels. The business is experiencing significant growth and is investing heavily in the systems, partnerships, and channels required to scale nationally.

The Opportunity

The Chief Revenue Officer will be responsible for building and optimizing the company's entire revenue engine, including:

• Multi-channel distribution strategy
• Advisor and intermediary partnerships
• Revenue operations and sales infrastructure
• Go-to-market architecture
• Funnel design and conversion optimization
• Pricing, positioning, and commercialization strategy
• Revenue forecasting and KPI ownership
• Sales leadership and organizational scalability

This role will work closely with the CEO and executive leadership team to drive asset growth, expand distribution channels, and create sustainable long-term revenue streams.

Ideal Background

We are interested in executives who have successfully:

• Built and scaled distribution platforms
• Grown AUM, AUA, or similar asset-based businesses
• Developed intermediary-driven go-to-market strategies
• Created and expanded advisor, institutional, or strategic partner channels
• Led growth initiatives within wealth management, asset management, insurance, specialty finance, retirement services, trust services, or related sectors

*Experience within private equity-backed, high-growth environments is highly attractive.

What Makes This Different

• Opportunity to shape the long-term growth strategy of an emerging industry leader
• Significant executive visibility and influence
• Business model driven by recurring, asset-based revenue
• Large, fragmented market with meaningful expansion opportunities
• Private equity sponsorship with substantial growth ambitions