Chief Growth Officer
CurrentFinancial Services startup in growth stage with 23 employees and $1B in AUM. Created in 2020, the firm provides wealth management and investment solutions through financial advisors to clients across the Southeast with a unique positioning of helping clients align their investments with their values. Accountable for firm’s strategic vision, direction, and operational execution with goal of growing to $4B and 40 locations in 10 years through organic growth and aggressive acquisition plan. • Provide direct leadership to financial advisors and teammates responsible for client experience, organization development, marketing, finance, and ministry.• Spearheaded comprehensive long-term strategy with defined milestones and key performance indicators (KPIs) that are consistently monitored, tracked, and reported on to ensure progress and alignment with organizational goals. Led team to deliver growth trajectory of doubling in size during each of the first three years of 10-year roadmap.• Revamped client service model which increased the percent of Tier 1 clients receiving “comprehensive advice” from 9% to 74%, as measured by clients having documented goals, financial plans, and trust/estate docs.• Foster positive and purpose-driven culture of highly engaged teammates, supported by an Enterprise Operating System (EOS) to promote clarity and accountability. Firm recently honored with the "Best Places to Work" award by the Birmingham Business Journal.