What are the responsibilities and job description for the Chief Growth Officer position at Agupdate?
COMPANY
Since 1960, Partners Financial Group (PFG) has evolved into a powerful national financial services company, alongside its Registered Investment Advisor, Vicus Capital , with over 150 PFG associates, including financial advisors, insurance experts, and CPAs. Based in State College , Pennsylvania , our experienced staff provides extensive support services to PFG and Vicus Capital's network of independent professionals. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees.
Our employees are entrusted to take ownership of their work and serve a key role in cultivating innovation to move our firm forward. Our once small office of 8 employees has grown to over 40 hardworking, dedicated employees who embrace our family environment and team approach to conducting business. We are growing fast and looking for smart, forward-thinking problem solvers to join our world-class team!
SUMMARY
The Chief Growth Officer is part of the Business Development team. This role is responsible for growing our market share through two fronts : recruitment of financial advisors (FAs) and pursuit of acquisition opportunities of established firms.
Candidates with a proven track record of cold calling and leveraging centers of influence will be considered for the opportunity of working remotely.
KEY RESPONSIBILITIES
- Demonstrate a deep understanding of our firm’s value proposition, business model, investment philosophy, product offerings, and company culture.
- Clearly articulate and pursue our firm’s growth objectives and recruiting and acquisition practices.
- Develop and implement a proactive outreach strategy to target our ideal prospect pool.
- Identify and build relationships - in person and virtually - to attract and recruit FAs as well as firms looking to either sell their business or identify a succession plan for their clients.
- Create and effectively manage a pipeline of prospects in a CRM database.
- Interview firm acquisition prospects to determine fit for our business model.
- Interview prospective FAs to assess their needs and design a strategy to exceed their expectations.
- Engage prospects throughout the recruitment and / or acquisition process to maintain and develop the relationship, streamlining the process to closing.
- Attend industry conferences and events.
- Travel as necessary for the position.
POSITION REQUIREMENTS
BENEFITS
This career opportunity is a full-time salaried position with incentive compensation. A comprehensive benefits package is provided which includes Health Insurance, Dental and Vision Insurance, Group Life Insurance, Short-term Disability Insurance, and 401k plan with safe harbor employer contribution.
APPLICANTS ARE STRONGLY ENCOURAGED TO SUBMIT A COVER LETTER WITH RESUME
J-18808-Ljbffr
