Growth Leader, Wealth Management & Partnerships

Rk-Partners; Chicago (IL); Presencial; USD 200 000 - 250 000; Tempo integral

Resumo da oferta

Rk-Partners is seeking a Head of Growth in the United States to lead organic growth across channels, coach Regional Directors, and optimize referral partnerships. The role emphasizes strategic execution, relationship building, and cross‑functional collaboration with wealth managers and marketing.

Requires 10+ years in sales leadership within wealth management or related financial services, plus experience with Salesforce and data-driven growth strategies.

Qualificações

• Bachelor's degree required or equivalent experience.
• 10+ years leading a sales/business development team, preferably in wealth management or financial services.
• Proven ability to generate referrals, expand client relationships and increase share of wallet.
• Experience building sales processes, dashboards and accountability systems.
• Familiarity with financial planning, investment management, tax, trust and insurance capabilities.

Responsabilidades

• Develop and execute an organic growth strategy aligned with long-term objectives.
• Lead Regional Directors and define roles, territories, and performance standards.
• Oversee Custodial Referral Programs and strategic referral partnerships.
• Partner with Wealth Managers to create practical, measurable growth plans.
• Develop client referral strategies and expand share of wallet.
• Establish a firmwide sales methodology and pipeline discipline.

Conhecimentos

Sales leadership

Wealth management knowledge

Referral program design

Pipeline management

Advisor coaching

Relationship management

Data-driven growth

Formação académica

Bachelor's degree

Ferramentas

Salesforce

Descrição da oferta de emprego

Rk-Partners is seeking a Head of Growth in the United States to lead organic growth across channels, coach Regional Directors, and optimize referral partnerships. The role emphasizes strategic execution, relationship building, and cross‑functional collaboration with wealth managers and marketing.

Requires 10+ years in sales leadership within wealth management or related financial services, plus experience with Salesforce and data-driven growth strategies.