Chief Growth Officer

Lead Advisor is a wealth management consulting and search firm. This role is for a client in Greater Chicago.

This role is 4 days on site

The primary role of the Chief Growth / Marketing Officer is to consult with experienced financial advisors on productivity drivers & strategies, business model design, practice management, and leadership development to drive overall growth and retention through retirement, while providing strategic marketing, media relations, and client-experience direction to advisors and the firm.

Responsibilities:

Leadership

• Member of the executive leadership team and active participant in driving execution of office annual strategies and 10-year vision
• Responsible for building the vision and strategic plan for Career Advisor growth, productivity & engagement
• Lead, manage, and professionally develop a marketing coordinator

Advisor Consulting and Practice Management

• Consulting and coaching career advisors and their teams (through a clear segmentation framework): Business Model Design, Team Development, Business & Operations Management, Strategic Planning, Integrated Planning, Client Acquisition & Engagement Models, Leadership Development, Accountability, Succession, Ensemble Platform
• Liaison between the local and corporate office
• Subject matter expert for Sophisticated Advisors and Teams
• Liaison/subject matter expert of the advisor contract types
• Partners with practice leaders and their team members toward vision attainment
• Facilitates the sharing of necessary communications across all constituents
• Organization, facilitation and/or implementation of local programs/s

Services:

Strategic Relationships

• Relationship Owner – External Consultants to Advisors
• Maintain strong collaborative relationships throughout the frim
• Educate advisors on strategic use of firm support

Marketing & Brand (Marketing Officer)

• Provide strategic leadership for the marketing engagements and mentorship program, coaching and consulting advisors and their teams
• Direct marketing education, brand, and communications strategy for the firm
• Champion the rand locally, guiding media relations, PR, accolades, and social and website
• Set marketing priorities and direction, delegating hands‑on execution – collateral, events, digital content, and production – to the marketing coordinator
• Develop Marketing Coordinator to become the key point of contact and subject matter expert on FR webpage and advisor’s social media

Qualifications:

• 10+ years Financial Services/Wealth Management experience
• Coaching experience
• Exceptional written, verbal, presentation and leadership skills
• Strong project management and collaboration skills