Trace Recruitment Ltd Worcestershire, England, United Kingdom
Trace Recruitment Ltd provided pay range
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Base pay range
We’re working with a very well established UK-based Wealth Manager and as part of their strategic growth plans we are keen to find a game-changing CCO.
Reporting in to the CEO with a dotted line in to the PE Investor, this is a genuinely commercial role that will require someone with experience in growth strategy, acquisitions, organic sales growth and business leadership.
A brilliant role in a rapidly growing, well-financed business that could well be a career highlight for whoever takes the role.
Responsibilities:
* Responsible for driving the commercial strategy of the business
* Lead initiatives for client acquisition, business development, revenue growth and market share growth
* Leading the strategy and execution of all acquisition activities
* Drive initiatives to maximize revenue across multiple channels, including advisory services, investment management, and financial planning
* Identify and pursue new revenue streams, business opportunities and partnerships
* Lead, mentor, and develop a high-performing commercial team and their overall financial performance
* Work closely with the CEO and other members of the executive team to ensure seamless execution of business plans and strategic priorities
* Partner the PE investors to help deliver joint growth-goals
Experience Needed:
* Minimum 10 years of experience in a senior commercial leadership role within wealth management, private banking, or a related financial services industry
* Proven track record in driving revenue growth, client acquisition and business & brand development
* Prior experience as a CCO or CEO is essential
* Proven experience of delivering product growth and sales strategy nationally and regionally
* Experience of operating in a Private Equity funded environment would be an advantage
* Experienced as leader who can inspire a team to success
If you’re an experienced CCO or CEO who is looking for a chance to execute a growth strategy that you can genuinely design and impact, then this could be the opportunity for you.
It’s a great business with a strong foundation and has significant PE backing to lead the business through to a sale or event.
Seniority level
Executive
Employment type
Full-time
Job function
General Business
Industries
Investment Management, Investment Advice, and Financial Services
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