Provenance Wealth Advisors · 3 weeks ago
Chief Growth Officer
Miami-FTL Area
Full-time
Hybrid
Director/Executive
10+ years expProvenance Wealth Advisors (PWA) is a premier, full-service wealth management and financial planning firm. The Chief Growth Officer (CGO) will be responsible for accelerating the firm's growth, driving revenue, and enhancing the client experience through strategic leadership across various functions including Sales Management and Marketing.
AccountingFinanceFinancial Services
Hiring Manager
Maria Alejandra (MARI) Luque-Hanchett
Responsibilities
Develop and execute a comprehensive, multi-channel growth strategy aligned with PWA’s long-term vision and revenue targets
Lead, mentor, and manage the Sales and Business Development teams, establishing clear performance metrics, accountability systems, and incentive structures
Identify and develop new business opportunities including strategic partnerships, centers of influence (COIs), referral sources, and niche market expansion
Build a scalable advisor recruitment strategy focused on attracting high-performing financial advisors and teams that align with PWA’s culture and service model
Partner with Marketing to refine brand positioning, enhance lead generation initiatives, and ensure consistent messaging across all channels
Oversee the performance, coaching, and professional development of all Investment Advisors, ensuring consistent adherence to PWA’s client service standards and financial planning philosophy
Implement advisor development programs that elevate productivity, client engagement, planning sophistication, and growth behaviors
Provide leadership in practice management, helping advisors optimize their books of business, expand client relationships, and deepen wallet share
Collaborate closely with the Chief Investment Office on portfolio strategies, investment communication, client education, and advisor tools that enhance value delivery
Lead the development and lifecycle management of financial products, wealth management solutions, and service offerings—including pricing, positioning, and competitive differentiation
Monitor industry trends, emerging technologies, and client needs to drive innovation and ensure PWA remains competitive and future focused
Oversee enhancements to technology & digital platforms including CRM systems, planning software, client portals, and portfolio management tools to support advisor efficiency and client experience
Partner with Compliance and Operations to ensure all products and services remain aligned with regulatory requirements and operational best practices
Serve as a senior thought leader in shaping PWA’s strategic direction, long-range planning, and growth priorities
Foster a culture of collaboration, accountability, and high performance across sales, advisory, marketing, operations, and investment teams
Lead cross-functional initiatives designed to streamline processes, enhance service delivery, and support scalable growth
Establish, track, and present key performance indicators (KPIs), business intelligence, and growth reporting to the CEO, Board, and Senior Leadership Team
Represent PWA at industry events, conferences, and professional networks to enhance brand presence and attract growth opportunities
Qualification
Required
Bachelor's degree in finance, Business, Economics, or related discipline; MBA or advanced degree strongly preferred
10+ years of progressive leadership experience within an RIA, wealth management firm, broker-dealer, or financial services organization
Demonstrated success driving revenue growth, leading sales teams, managing advisors, and overseeing product or platform strategy
Deep knowledge of investment strategies, financial planning concepts, regulatory frameworks (RIA/SEC/FINRA), and the wealth management marketplace
Licensing Requirements: Series 24, 7, 65
Proven experience implementing scalable processes, data-driven decision frameworks, and cross-functional leadership
Exceptional communication, organizational, and team-building skills with the ability to inspire and motivate diverse groups
Preferred
Entrepreneurial, forward-thinking mindset with the ability to identify opportunities and drive innovation in a competitive industry
Strong strategic thinking abilities combined with a hands-on leadership style
Ability to build trust and credibility with advisors, senior executives, business partners, and clients
Experience with CRM systems (e.g., Salesforce, Redtail), financial planning tools (e.g., eMoney, MoneyGuidePro), and portfolio management platforms
Demonstrated ability to drive cultural alignment and promote a collaborative, growth-oriented environment
Company
Provenance Wealth Advisors
Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business & investment planning.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Zeitlin
Chief Executive Officer
Thomas J Scanlan
Chief Compliance Officer
Recent News
South Florida Business Journal
2025-03-19
South Florida Business Journal
2023-11-17
Company data provided by crunchbase