Vicus Capital, Inc.
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?
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
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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?
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
#J-18808-Ljbffr