Madison Professional Group · 2 weeks ago
Strategic Growth Director - RIA
Houston, TX
Full-time
Onsite
Mid Level
3+ years expMadison Professional Group is a third-party recruiting partner seeking a Strategic Growth Director to drive revenue growth within a financial services firm. This role involves sourcing and qualifying prospective clients and investors, converting outreach into actionable opportunities for Advisors and Business Development teams.
AdviceFinancial ServicesRecruiting
Hiring Manager
Kimberley Gassmann
Responsibilities
Proactively source prospective high-net-worth and ultra-high-net-worth clients through outbound campaigns, LinkedIn, email, phone, events, and centers of influence
Engage cold and warm prospects with personalized, compliant messaging tailored to financial planning, investment management, and advisory solutions
Qualify prospects based on asset thresholds, complexity, timing, and service alignment
Maintain disciplined CRM management, ensuring accurate tracking of outreach, conversations, and handoffs
Coordinate seamless handoffs of qualified prospects to Wealth Advisors or Business Development teams
Collaborate closely with Marketing on campaign strategy, messaging, and CTA optimization
Provide feedback to improve targeting, outreach effectiveness, and lead quality
Identify and engage prospective investors aligned with alternative, private, or specialized investment offerings
Nurture early-stage investor relationships until they are ready for Advisor or Investment Team engagement
Support capital-raising initiatives through consistent outreach and relationship development
Ensure all communications align with regulatory and compliance standards
Qualification
Required
3–7+ years of experience in financial services, wealth management, investment sales, banking, or related advisory environments
Strong understanding of RIA, broker-dealer, private banking, or alternative investment models
Proven ability to conduct outbound prospecting within a regulated financial environment
Comfort discussing financial concepts, advisory services, and investment solutions at a high level
Experience using CRM platforms (Salesforce, Redtail, Wealthbox, HubSpot, or similar)
Highly organized, self-directed, and metrics-driven
Strong communication skills with a polished, professional presence
Preferred
Background in wealth management business development, advisor support, internal wholesaling, or financial sales
Strategic thinker with a hunter mentality and relationship-builder mindset
Thrives in a fast-paced, growth-oriented financial services firm
Values collaboration and understands the importance of timing, trust, and fit in advisory relationships
Benefits
Unlimited PTO
Technology, staff support, office space, and all related licensing/professional expenses covered 100% by employer
401(k) with 3% safe harbor contribution plus discretionary employer contribution
Employee-only health, dental, and vision insurance covered 100% by employer
Employee-only short- and long-term disability coverage paid 100% by employer
Company
Madison Professional Group
Madison Professional Group is a financial advisor recruiting firm that offers career advice and financial consulting services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase