Director of Organic Growth

ANNUAL SALARY RANGE: $175,000 - $200,000

POSITION OVERVIEW

The Director of Organic Growth will be responsible for driving the firm’s client acquisition and retention strategies through organic growth initiatives. This individual will work with Perigon leadership to achieve organic growth by developing and implementing strategies including optimization of processes, allocation of resources and enhancing sales and marketing strategies. The Director of Organic Growth will work extensively with lead generation platforms, custodial referral services and centers of influence, and will closely with Perigon’s Head of Advisor Success and Integration to onboard advisory teams into exiting lead generation channels.

This leadership role demands a strategic thinker with a proven track record in the wealth management industry, exceptional interpersonal skills, and a deep understanding of market dynamics. This is a remote position that will require travel approximately 25% of the time.

COMPENSATION STRUCTURE

The compensation structure for this role will be comprised of an annual base salary, with a competitive incentive compensation piece that will based on AUM and revenue targets.

COMPANY OVERVIEW

Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. The firm manages approximately $7.5 billion in client assets as a fee-based fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and Florida with plans for significant near-term growth and expansion into new markets. 

KEY RESPONSIBILITIES

·      Strategic Planning and Execution: Develop and implement a comprehensive organic growth strategy aligned with the firm’s long-term objectives. Identify and prioritize growth opportunities, including target markets, client segments, and service offerings.

·     Client Acquisition and Retention: Lead efforts to attract new clients through innovative marketing campaigns, referral programs, and strategic partnerships. Enhance client retention by continuously improving client satisfaction and engagement through personalized service and proactive communication.

·    Centralized Sales Process: Development of a centralized sales process and channeling system for leads generated by the firm.

·     Collaboration and Relationship Management: Work closely with financial advisors, investment teams, and other internal stakeholders to align growth initiatives with client needs and firm capabilities. Build and maintain strong relationships with external partners, industry influencers, and potential referral sources.

·   Performance Measurement and Reporting: Establish key performance indicators (KPIs) to track the effectiveness of growth initiatives. Regularly report on progress, insights, and recommendations to senior leadership.

QUALIFICATIONS

• Bachelor’s degree in Finance, Business, Marketing, or a related field
• Extensive experience with financial advisory lead generation platforms such as Zoe and Smartasset
• Minimum of 7-10 years of experience in financial services or wealth management industries ideally within an RIA, with a focus on business development, marketing, or client relations
• Proven track record of driving organic growth and achieving revenue targets in a financial services firm
• Experience working with custodian lead generation platforms such as Schwab (SAN) and Fidelity (WAS)
• Excellent analytical, strategic thinking, and problem-solving abilities
• Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues
• Proficiency in CRM software, marketing automation tools, and data analytics platforms
• Proactive, strategic, and creative mindset with a collaborative approach to problem-solving
• Experience developing centers of influence
• Excellent communication skills, and the ability to present strategic growth plans to leadership

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. This position will require travel.

Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as applicable.