Growth Director, Wealth Management

Grimes & Company; Westborough (MA); On-site; USD 200,000 - 250,000; Full time

Job summary

Grimes & Company Wealth Management, LLC is seeking a Head of Growth to drive strategy, processes and accountability for turning business development into measurable growth. This hands-on leadership role requires strategic thinking and active participation in opportunities, advisor coaching, referral partnerships, and pipeline management.

Reporting to the COO, you will lead the Regional Director team, define the sales process, coach teams, and build campaigns across CRP, client referrals and

Qualifications

• Bachelor's degree required.
• 10+ years leading a sales and business development team, preferably in wealth management.
• Proven ability to generate referrals and expand client relationships.
• Experience building sales processes, pipeline discipline and dashboards.
• Knowledge of financial planning, investment management, tax, trust and insurance.

Responsibilities

• Lead organic growth strategy and regional leadership across markets.
• Direct and develop Regional Directors; define sales process and ownership.
• Manage CRP and strategic referral partnerships; monitor metrics.
• Collaborate with Wealth Managers to create growth plans and client engagement.
• Oversee client referrals, share of wallet and cross-divisional collaboration.
• Develop and refine sales methodologies, reporting and forecasting.

Skills

Leadership

Sales leadership

Pipeline management

CRM experience

Coaching

Presentation skills

Relationship management

Strategic thinking

Education

Bachelor’s degree

Tools

Salesforce

CRM tools

Job description

Grimes & Company Wealth Management, LLC is seeking a Head of Growth to drive strategy, processes and accountability for turning business development into measurable growth. This hands-on leadership role requires strategic thinking and active participation in opportunities, advisor coaching, referral partnerships, and pipeline management.

Reporting to the COO, you will lead the Regional Director team, define the sales process, coach teams, and build campaigns across CRP, client referrals and