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Client:
Trace Recruitment Ltd
Location:
worcestershire, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
19
Posted:
28.04.2025
Expiry Date:
12.06.2025
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Job Description:
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 to the CEO with a dotted line to the PE Investor, this is a genuinely commercial role requiring experience in growth strategy, acquisitions, organic sales growth, and business leadership.
This role offers a great opportunity in a rapidly growing, well-financed business that could be a career highlight.
* Responsible for driving the commercial strategy of the business
* Lead initiatives for client acquisition, business development, revenue growth, and market share growth
* Lead 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 executive team members to ensure seamless execution of business plans and strategic priorities
* Partner with PE investors to help achieve joint growth goals
Experience Needed:
* Minimum 10 years of experience in a senior commercial leadership role within wealth management, private banking, or related financial services
* Proven track record in driving revenue growth, client acquisition, and business & brand development
* Prior experience as a CCO or CEO is essential
* Proven experience in delivering product growth and sales strategies nationally and regionally
* Experience operating in a Private Equity-funded environment is advantageous
* Ability to inspire and lead a team to success
If you’re an experienced CCO or CEO looking to execute a growth strategy you can design and impact, this could be the opportunity for you.
This is a great business with a strong foundation and significant PE backing, aiming to lead the business through to a sale or event.
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