Chief Strategy & Officer

Chief Strategy & Growth Officer – Valley Bank

Valley Bank, a leading relationship bank built for growth, seeks a Chief Strategy & Growth Officer (CSGO) to lead the strategic direction, growth, and operational excellence of the RIA.

• Lead client and prospect meetings to promote advisory services and investment solutions.
• Develop and execute business development strategies in collaboration with internal partners (commercial, business, and retail bankers).
• Build and maintain strong relationships with senior bank managers to identify cross‑selling opportunities and drive referral growth.
• Deliver comprehensive financial planning services using tools such as eMoney or similar platforms.
• Build and present financial plans that align with client goals and support business development efforts.
• Supervise junior financial planners, providing mentorship and oversight of plan development and client engagement.
• Serve as lead Portfolio Manager for proprietary ETF and mutual fund strategies.
• Oversee trading, rebalancing, and account management for advisory portfolios.
• Collaborate with Investment Committee to refine and implement strategic asset allocation models.
• Manage a team responsible for new advisory account onboarding, operational workflows, and compliance coordination.
• Oversee data analytics and business reporting functions to inform strategic decisions and performance tracking.
• Ensure operational efficiency and scalability of advisory services.

• Proven track record in business development and relationship management within a bank or RIA setting.
• Deep understanding of investment strategies, portfolio construction, and financial planning software (e.g., eMoney).
• Strong leadership and team management skills.
• Excellent communication and presentation abilities.
• Familiarity with regulatory requirements for RIAs and bank‑affiliated advisory firms preferred.
• Ability to translate financial planning into actionable investment and advisory solutions preferred.
• Strategic thinker with a growth mindset and collaborative approach preferred.

• High School diploma and minimum 10 years of experience in wealth management, financial planning, or investment advisory roles.

• Bachelor's degree, advanced degree (MBA, CFP, CFA, etc.) preferred.

Executive

Full‑time

Marketing and Sales;
Industries:
Banking