Senior Manager of Growth & Revenue Strategy

Job Details:

Senior Manager of Growth & Revenue Strategy

Our client, a growing financial services organization, is seeking an accomplished executive to lead revenue growth initiatives while providing high-level supervisory and regulatory oversight. This leadership role combines strategic business development, sales management, and operational governance within a highly regulated environment. The ideal candidate will thrive in an entrepreneurial setting and possess the ability to drive expansion while maintaining strong compliance standards.

Key Responsibilities

• Develop and execute growth strategies designed to increase revenue, expand market presence, and strengthen strategic partnerships.
• Lead advisor recruitment efforts, business development initiatives, and relationship management activities.
• Manage sales performance metrics, forecasting processes, and revenue targets.
• Collaborate with leadership teams to launch new offerings, enhance distribution channels, and support long-term business objectives.
• Design and oversee compensation, incentive, and productivity programs aligned with organizational goals.
• Provide supervisory oversight of registered personnel and business activities in accordance with industry regulations.
• Review communications, marketing materials, and business practices to ensure adherence to regulatory and internal standards.
• Support regulatory examinations, audits, risk management initiatives, and corrective action efforts as needed.
• Assist with advisor onboarding, training, operational improvements, and technology/vendor evaluations.
• Serve as a senior resource for complex supervisory, compliance, and business-related matters.

Qualifications:

• Bachelors degree is required. MBA or Master's is highly preferred
• Active FINRA Series 24 license
• Series 7 required; Series 63/65/66 desired.
• 12+ years of experience in financial services, with proven leadership in a RIA or broker-dealer
• Hands-on experience with FINRA exams and regulatory processes.
• Strategic thinker with a knack for executing plans.
• Outstanding communication and interpersonal skills.
• Highly organized with a keen eye for detail.

Working Situation:
This will be a hybrid opportunity with a few days in the office and ability to work from home

Apply:

To APPLY, email [email protected] or click the Apply button below.

Please add me on LinkedIn -

Kris Kieres

Liberty Personnel Services
484-238-1976

[email protected]

Employment type
Full-time

Experience
Director, VP, Senior Manager

Job function

Tax, Accounting, Finance

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