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