Head of CG Advisor Network at CG Financial Services

Williamstown Township, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Dec, 25

Salary

0.0

Posted On

24 Sep, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Strategic Planning, Relationship Management, Business Development, Advisor Recruitment, Network Expansion, Performance Management, Market Analysis, Regulatory Compliance, Cross-Functional Collaboration, Coaching, Operational Efficiency, Communication, Problem Solving, Team Development, Client Service Excellence

Industry

Financial Services

Description

Description The Head of CG Advisor Network Growth and Strategy (CGAN) is a senior leadership role responsible for overseeing all employees and external representatives within the CG Advisor Network. This role provides strategic direction, drives growth and revenue, and ensures the network operates efficiently while expanding its market presence. The Head of CGAN works closely with executive leadership to align initiatives with the company’s overall vision and business goals. Key Responsibilities Lead the strategic growth of CGAN, including business development, advisor recruitment, and network expansion. Oversee all internal employees and external representatives to ensure alignment with company objectives and performance goals. Build and maintain strong relationships with advisors to support their growth, productivity, and client service excellence. Develop and execute strategies for recruiting, onboarding, and retaining top-performing advisors. Establish performance expectations and provide coaching, resources, and support to help advisors and teams achieve targets. Collaborate cross-functionally with marketing, operations, finance, and other business units to align growth strategies and maximize opportunities. Implement scalable processes and systems that enhance advisor experience, operational efficiency, and overall network performance. Monitor market trends and identify opportunities to expand CGAN’s presence and revenue streams. Ensure all activities within the network comply with regulatory and company standards. Report regularly to the President/COO on growth initiatives, performance metrics, and strategic recommendations. Represent CGAN internally and externally, promoting the firm’s vision, values, and market positioning. Requirements Qualifications Bachelor’s degree in Business, Finance, or a related field required; advanced degree (MBA or equivalent) preferred. Minimum 10+ years of leadership experience in financial services, wealth management, or advisor networks, with a proven track record in business growth. Strong knowledge of advisor business models, market dynamics, and strategic growth planning. Exceptional leadership, strategic planning, and relationship management skills. Excellent communication skills with the ability to influence and present information to executive leadership and external stakeholders. The ideal candidate exhibits the following core values: Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.? Innovative Problem Solver:?You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.? Self-Motivated:?You have a driven and proactive personality, results-oriented, and accept challenges.? Authentic:?Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.? Positively Impact People:?You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.?

Responsibilities

The Head of CG Advisor Network Growth and Strategy is responsible for overseeing the CG Advisor Network, driving growth and revenue, and ensuring operational efficiency. This role involves leading strategic initiatives, building relationships with advisors, and collaborating with various business units to align growth strategies.