Job Description

Job Description

The Chief Growth Officer (CGO) serves as a member of our Leadership Team and is responsible for driving Holistic Performance Management (HPM), Career Advisor Productivity (CAP), and sales growth in the Network Office. The CGO sets the strategic direction for the Network Office CAP plan and ensures that our Career Advisors take action to achieve their goals. The CGO leads practice management and teaming solutions, field engagement programs, business acumen, our irreplaceable asset, and campaigns, individually and in partnership with other departments and direct reports.

Responsibilities

Leadership

• Member of the executive leadership team and active participant in driving our five-year vision.
• Owner of the firm’s 2 – 9 Length of Service (LOS) Advisor strategy.
• Leads the Irreplaceable Asset, coordinating with other executive leaders to implement.

Career Advisor Support

• Build and deliver Network Office productivity systems to support career advisor production.
• Coach and consult LOS 2 – 9 FRs to meet annual First Year Commission (FYC) targets.
• Maximize Advisor revenue through our different funnels: Risk/Core products, IPS, FBP, and Bonuses.
• Consult to business owner strategies including mission/vision/values creation, short/long-term goal planning, accountability, business model design, and leadership development.
• Eliminate blind-spots and craft business plans to ensure Advisors have the tools needed to meet stated goals.
• Drive firm-wide results of key awards, including Pathfinder, Lives Leaders’ Summit, FORUM, and other awards qualifiers.
• Act as a liaison to Private Client Group (PCG) Advisors on ensemble creation, entity advisor, mergers & acquisitions, and succession planning.
• Partner with the CFO to support Advisors with FRRP, IPS revenue projection, and overall financial management.
• Partner with Leadership to coach Advisors who are not meeting firm Standards and Minimums.
• Facilitate strategic workshops, client builders, and skill-building sessions.
• Drive Career Advisor engagement in the Culture & Philanthropy efforts within our firm.

Irreplaceable Asset & Business Acumen

• Own & execute the strategic plan for the firm’s Irreplaceable Asset.
• Build & implement the firm’s Business Acumen curriculum, equipping our Financial Advisors to be more efficient business owners and connecting them to other resources within NM.
• Partner with other Leaders to build, plan, and execute annual strategic priorities within the four pillars of Talent & Development, Practice Management & Consultation, Marketing & Branding, and Centralized Services.
• Promote NM – Park Avenue services and increase utilization of the firm’s support infrastructure.
• Build and maintain an Advisor scorecard, highlighting utilization & identifying opportunities within their practice.

Qualifications

• 10+ years of experience in a leadership position, including strategic planning, executive leadership, hiring & team management, financial monitoring, and program execution.
• Recommended to have 5+ years of experience in financial sales.
• Bachelor’s or Master’s degree, preferably in business or an equivalent combination of education and progressively responsible work experience.
• Master/Certified Coaching experience beneficial.
• Other Leadership Programs/Certifications beneficial.
• Results-driven leader with an energetic, inquisitive personality who embraces disruption and is not afraid to challenge the status-quo.
• Demonstrated leadership to motivate and hold others accountable.
• Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines.
• Strong relationship management skills with ability to adapt approach to different people.
• Strong project management and collaboration skills
• Ability to think strategically while acting tactically.
• High degree of initiative and organization.
• Ability to be diplomatic, handle change, pressure, and criticism.
• Ability to take independent action to make sound decisions.
• Exceptional verbal and written communication skills.
• Strong attention to detail with the ability to work with a high degree of accuracy.
• Ability to embrace change and work in a fast-paced environment.
• Ability to work both independently and in a team.

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