Head of Growth

Grimes

. Create and execute a comprehensive organic growth strategy aligned with the firm’s long-term growth objectives .

Posted 9/25/2026full-timeWestborough • Massachusetts • United StatesLead💰 $200,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact

Create and execute a comprehensive organic growth strategy aligned with the firm’s long-term growth objectives
Establish growth priorities across referral programs, client referrals, share of wallet, Centers of Influence, events, digital campaigns and other lead-generation channels
Translate strategy into annual and quarterly goals, initiatives, campaigns and measurable activities
Evaluate emerging growth opportunities, including direct-to-consumer platforms, strategic partnerships, corporate relationships, professional associations and geographic expansion
Lead, manage and develop the Regional Director team
Establish roles, territories, expectations and performance standards for Regional Directors
Define the firm sales process from lead generation through discovery, advisor introduction, proposal, follow-up and close
Coach Regional Directors on pipeline development, branch relationships, client discovery, objection handling and closing strategies
Conduct individual and team pipeline reviews and evaluate territory coverage and staffing needs
Own the strategy and performance of Custodial Referral Programs and manage senior relationships with Fidelity, Schwab, Robinhood and other referral partners
Partner with Wealth Managers to create measurable organic growth plans and increase client referrals, share of wallet and family relationships
Develop firmwide client referral strategies, campaigns and processes for identifying outside assets and referral opportunities
Create and maintain a consistent firmwide sales methodology, service standards, documentation requirements and pipeline ownership
Coordinate with operations and technology to automate reminders, workflows, drip campaigns and management reporting
Use pipeline data to forecast expected assets, revenue and resource needs
Report to the Chief Operations Officer

Requirements

What you’ll need

Bachelor’s degree
Ten or more years of experience leading a sales and business development team
Preferably experience in wealth management, financial services distribution, advisor growth, referral programs or relationship management
Demonstrated success helping financial advisors generate referrals, expand client relationships and increase share of wallet
Experience building sales processes, pipeline disciplines, dashboards and accountability systems
Familiarity with financial planning, investment management, tax, trust, estate and insurance capabilities is preferred
Experience with Salesforce or a comparable CRM platform
Ability to analyze growth channels based on revenue potential, cost, conversion capacity and strategic fit
Strong presentation, coaching, relationship management and communications skills

Benefits

Comp & perks

Eligibility for a significant performance-based bonus
Hybrid remote work arrangement
Opportunity to join a 2025 Best RIAs to Work For organization