Ceo

Overview

• Lead strategic growth initiatives and operational excellence for a wealth management firm.
• Collaborate with the Founder to achieve double-digit AUM and EBITDA growth.
• Implement and refine the Aspen Growth Model for value creation and scalability.
• Drive accountability and continuous improvement across organizational processes.
• Foster a culture of excellence, innovation, and collaboration within the firm.
• Ensure operational maturity and compliance with industry best practices.
• Build and maintain meaningful relationships across all organizational levels.
• Develop and oversee KPI dashboards for performance transparency and improvement.
• Prepare the firm for M&A activities and lead integration processes effectively.

Key Responsibilities & Duties

• Execute strategic initiatives to achieve firm P&L targets and growth objectives.
• Implement the Aspen Growth Model, focusing on pricing, marketing, and value creation.
• Lead operational initiatives and cross-functional project management efforts.
• Develop and maintain KPI dashboards for performance tracking and improvement.
• Ensure operational compliance and client service excellence across the organization.
• Drive accountability and continuous improvement within the firm’s operations.
• Collaborate with Aspen HQ for seamless project execution and operational alignment.
• Prepare the firm for M&A readiness and lead integration processes.
• Foster a culture of collaboration, innovation, and operational excellence.

Job Requirements

• Bachelor of Science degree required; advanced degrees preferred.
• Minimum of 10 years of executive-level experience; 25 years preferred.
• Proven track record in driving strategic growth and operational excellence.
• Expertise in financial management, KPI development, and performance tracking.
• Strong leadership and relationship-building skills across organizational levels.
• Experience with M&A processes and integration strategies.
• Ability to implement continuous improvement initiatives effectively.
• Familiarity with industry best practices and compliance standards.
• Exceptional analytical and strategic thinking capabilities.