CHIEF GROWTH OFFICER
Independent Advisor Alliance - Charlotte
Work at Independent Advisor Alliance
Overview
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Overview
Join to apply for the Chief Growth Officer role at Independent Advisor Alliance .
22 hours ago Be among the first 25 applicants.
This role is based in Charlotte, NC, requiring in-office attendance on Mondays, Wednesdays, and Fridays.
The Chief Growth Officer (CGO) is a key leadership position responsible for the firm’s market expansion and growth. The CGO will collaborate with the leadership team to develop, execute, and measure growth initiatives, primarily through Advisor Recruitment, M&A, and Asset Management Services. This role reports directly to the Chief Experience Officer.
Primary
- Design and implement the strategic growth plan of IAA.
- Build and maintain relationships with COIs and third-party recruiting firms to generate new advisor leads.
- Identify prospects and guide them through the sales pipeline using a relationship-oriented, consultative approach.
- Engage with advisors on M&A opportunities for potential acquisitions.
- Represent IAA at industry networking events and conferences.
- Report regularly on recruiting efforts and revenue growth initiatives.
- Build and lead a team to maximize growth outcomes.
Preferred
- At least 10 years of experience in the financial services industry.
- Experience in advisor recruitment within RIA and BD channels.
- Knowledge of LPLs platform is a plus.
- Strong relationship-building and leadership skills.
- Excellent presentation skills.
Additional
- Seniority
- Executive
- Employment
- Full-time
- Marketing and Sales
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