Chief Growth Officer

Vicus Capital is an independent investment management firm headquartered in State College, Pennsylvania. As a Registered Investment Advisor (RIA), Vicus Capital partners with wealth managers across the country providing end-clients with elite service and cutting-edge advisory platforms.

Summary

We are seeking an experienced Chief Growth Officer with deep industry knowledge to help us expand our network of high-performing advisors. This is an exciting opportunity to directly impact our growth trajectory. This role is responsible for growing our market share on two fronts : recruitment of financial advisors (FAs) and pursuit of acquisition opportunities of established firms.

Key Responsibilities

Demonstrate a deep understanding of our firm’s value proposition, business model, investment philosophy, product offerings, and company culture

Articulate our firm’s growth objectives, recruiting and acquisition practices

Develop and implement a proactive outreach strategy to target our ideal prospect pool

Leverage existing relationships and networks to build a pipeline of qualified candidates including advisors, operations staff, and client service professionals

Maintain and expand a strong network of RIA professionals through ongoing relationship-building and industry engagement

Identify, build, and maintain relationships - in person and virtually - to attract and recruit FAs and firms looking to sell their business or identify a succession plan for their clients

Create and effectively manage a pipeline of prospects in a CRM database

Track and provide regular updates on recruiting pipeline

Engage prospects throughout the recruitment and / or acquisition process

Attend industry conferences and events

Qualifications & Skills

• Bachelor’s degree or high school diploma + 10 years of financial services industry experience
• Deep understanding of the RIA landscape, roles, regulations, and growth trends
• Prior recruiting experience within the RIA or wealth management industry
• Strong interpersonal and relationship building skills
• Drive & confidence to initiate interactions with prospects
• Exceptional attention to detail
• Effectively leverage data & industry technology (CRM systems, lead generation systems)
• Complete administrative tasks (updating CRM, expense reporting) in a timely manner
• Travel as needed for the position
• Full-time salaried position with incentive compensation
• Flexibility of being remote or hybrid for qualified candidates
• Health Insurance
• Group Life Insurance
• Short-Term Disability Insurance
• 401(k) Plan with safe harbor employer contribution
• Paid Time Off

Why Join Vicus Capital?

#J-18808-Ljbffr