Job Description

We’re hiring a senior commercial leader to design and scale the engine that turns every newly acquired firm into a high-performing, self-sufficient growth organization. You’ll go deep with each acquisition early on, diagnose the commercial opportunity, stand up the growth system, build referral and selling capability, and then transition accountability to the ongoing business. With every deal, the model becomes sharper, more standardized, and less dependent on heroic one-off efforts.

The Impact You'll Have:

You will own the front end of our commercial funnel and be measured on the volume and quality of opportunities you generate, not on quota-carrying sales performance. That includes:

• Size and clarity of the addressable opportunity
• Volume and quality of referrals
• Accepted opportunities handed to sales
• Contribution to revenue growth through opportunity creation

Client Development owns conversion, closing, and long-term account management. You will partner with Client Development to build and run the referral and activation system that fuels their pipeline, and you will jointly manage the handoff between “qualified opportunity” and “active pursuit.”

When this works, each acquisition plugs into a proven growth engine: referral habits stick, managers coach effectively, and the commercial model keeps performing long after you exit day-to-day involvement.

What You Will Do

This is a senior, outcomes-owning commercial role, not a PMO or training position. You report to the Chief Growth Officer and will build and lead the Growth Activation team as we scale.

Lead Pre-Close Commercial Diligence - You will own the commercial work that informs our investment thesis and post-close plan:

• Analyze client portfolios, cross-sell potential, and white-space opportunities
• Assess the strength of existing referral engines and rainmakers
• Evaluate advisor and manager capability, coverage, and capacity
• Review data quality, CRM usage, and reporting readiness
• Identify key risks to the growth thesis and what it will take to mitigate them

You’ll translate these insights into a clear growth thesis, Day 1 expectations, and a practical activation roadmap tailored to each firm.

Activate and Enable New Firms- You’ll be the driving force behind turning strategy into field behavior:

• Lead commercial activation during the ramp phase for each acquired firm
• Implement a consistent commercial and referral model across all firms—legacy and acquired
• Develop and maintain playbooks, discovery frameworks, referral motions, and cross-sell approaches
• Own commercial field enablement: training, certification, AI-enabled tools, external coaching, and manager enablement programs

You build the capability and system; individual advisor performance remains with regional and service-line leaders.

Institutionalize and Transition Ownership - Your success is measured by what continues after you step away:

• Design manager coaching rhythms, cadences, and scorecards that make referral behavior standard, not optional
• Embed ongoing accountability with regional and service-line leadership—not within your team
• Ensure that each firm has the discipline, data, and routines to sustain growth independently

Continuously Improve - You will be the person who can see around corners and fix what’s not working:

• Quickly identify why performance is off across people, process, offer, capacity, data, or execution
• Drive the right corrective actions without needing the CGO to point you where to look
• Capture what you learn from each firm and feed it back into a more scalable, repeatable activation model

Build and Lead the Growth Activation Function - As we grow, you will shape the team and tools that make this work repeatable:

• Hire, develop, and lead the Growth Activation team
• Manage the enablement budget within agreed guardrails (team, tech stack, AI and coaching tools, external partners, contractors, travel)
• Partner tightly with Client Development, Operations, and Integration to ensure a seamless experience for acquired leaders and advisors

This role does not own a P&L, but you will directly influence revenue trajectory across the portfolio.

What You Bring:

• 10+ years of progressive commercial leadership in growth, sales, or revenue operations, operating clearly at a level above a typical manager or senior manager
• Demonstrated success changing frontline behavior in distributed, client-facing organizations (e.g., through field coaching, manager enablement, commercial transformation, or post-merger integration)
• Proven ability to build a repeatable system or playbook that continues to perform after you exit day-to-day involvement
• Strong diagnostic skills: you can independently pinpoint the drivers of underperformance and turn insights into decisive action
• Comfort moving seamlessly between strategy and field work; you’re credible in the boardroom and on the front lines with experienced professionals
• Executive presence and influencing skills with founders, sellers, and senior leaders; confident working with imperfect data and leaning on analytics
• Fluency with Salesforce or comparable CRM platforms; experience in financial services, healthcare, or multi-service platforms is a plus
• Willingness to travel nationally, with heavier concentration around diligence, closing, and activation phases
• Bachelor’s degree required; MBA preferred

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