Growth Leader for Wealth Advisory & Innovation

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

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.