Chief Strategy & Officer

Position: Chief Strategy & Growth Officer
Location: New York

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.

Responsibilities

• 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.

Required Skills

• 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.

Required Experience

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

Preferred Experience

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

Seniority Level

Executive

Employment Type

Full‑time

Job Function

Marketing and Sales;
Industries:
Banking

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