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  • Chief Growth Officer

  • Company

  • 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
  • Benefits

    • Full-time salaried position with incentive compensation
    • Flexibility of being remote or hybrid for qualified candidates
    • Health Insurance
    • Dental & Vision Insurance
    • Group Life Insurance
    • Short-Term Disability Insurance
    • 401(k) Plan with safe harbor employer contribution
    • Paid Time Off
  • Why Join Vicus Capital?

    • Work with a collaborative and values-driven leadership team
    • Opportunity to make a measurable impact on a growing, independent firm
    • Competitive compensation and performance incentives
    • Flexible work environment with potential for remote or hybrid structure
  • Chief Growth Officer

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