Chief Strategy & Growth Officer Full Time

Responsibilities include but are not limited to:

Sales & Growth Initiatives

• Lead client and prospect meetings to promote advisory services and investment solutions.
• Develop and execute business development strategies in collaboration with internal partners (commercial, business, and retail bankers).
• Build and maintain strong relationships with senior bank managers to identify cross-selling opportunities and drive referral growth.

Financial Planning Leadership

• Deliver comprehensive financial planning services using tools such as eMoney or similar platforms.
• Build and present financial plans that align with client goals and support business development efforts.
• Supervise a junior financial planner, providing mentorship and oversight of plan development and client engagement.

Investment Strategy & Portfolio Management

• Serve as lead Portfolio Manager for proprietary ETF and mutual fund strategies.
• Oversee trading, rebalancing, and account management for advisory portfolios.
• Collaborate with Investment Committee to refine and implement strategic asset allocation models.

Operational Oversight & Analytics

• Manage a team responsible for new advisory account onboarding, operational workflows, and compliance coordination.
• Oversee data analytics and business reporting functions to inform strategic decisions and performance tracking.
• Ensure operational efficiency and scalability of advisory services.

Required Skills:

• Proven track record in business development and relationship management within a bank or RIA setting.
• Deep understanding of investment strategies, portfolio construction, and financial planning software (e.g., eMoney).
• Strong leadership and team management skills.
• Excellent communication and presentation abilities.
• Familiarity with regulatory requirements for RIAs and bank-affiliated advisory firms preferred.
• Ability to translate financial planning into actionable investment and advisory solutions preferred.
• Strategic thinker with a growth mindset and collaborative approach preferred.

Required Experience:

• High School diploma and a minimum 10 years of experience in wealth management, financial planning, or investment advisory roles.

Preferred Experience:

• Bachelor’s degree, Advanced degree (MBA, CFP, CFA, etc.) preferred.

Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to “Pay Transparency Law”; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.

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