Acumen Strategy · 1 day ago
CEO – Compliance & Wealth Management Education | Remote
United States
Full-time
Remote
Director/ExecutiveAcumen Strategy is building a next-generation Compliance & Wealth Management Education platform designed to become a trusted institution for advisors and compliance professionals. They are seeking a senior executive with deep roots in wealth management compliance to lead this initiative as CEO.
Financial Services
No H1B
Responsibilities
Establish the organization as a credible, trusted industry institution
Lead strategic partnerships with RIAs, compliance firms, custodians, and industry bodies
Help shape and recruit a Standards & Ethics Board and Industry Advisory Council
Guide the long-term vision, positioning, and industry alignment of the platform
Work closely with an EdTech COO who runs day-to-day operations and delivery
Act as the external face of trust — with regulators, partners, and senior stakeholders
Qualification
Required
Served as a Chief Compliance Officer, senior regulator, or equivalent industry authority
Earned trust across RIAs, aggregators, custodians, and compliance firms
Built relationships that open doors — not just sold products
Operated comfortably at the intersection of regulation, education, and business
Former CCO, regulator, or senior compliance leader in the US wealth management ecosystem
Deep understanding of RIA regulation, fiduciary standards, and compliance frameworks
Strong industry relationships and name recognition
Business-savvy, partnership-driven mindset
High integrity, sound judgment, and long-term reputation focus
Company
Acumen Strategy
Acumen Strategy is a consulting and growth enablement partner built exclusively for wealth managers, RIAs, and advisory firms.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase