About BG Wealth Group Inc.

BG Wealth Group is a Canada-headquartered company that encompasses various subsidiary companies and provides customized financial solutions for individuals and businesses of all sizes in the United States and Canada. We help hundreds of clients annually with their financial security planning, tax optimization strategies, short-term investment options, real estate, property investments, new ventures, business funding, and maintaining the pulse of current and upcoming trends. Working closely with our valued clients, we assess their personal and professional financial objectives while offering opportunities that will help them set higher targets and achieve these goals. BG Wealth Group acquires interests in other businesses as we expand our portfolio of business ventures.

About the position

The Chief Revenue Officer will be responsible for driving all sales functions and operations. This individual is responsible for achieving quarterly/annual sales goals, developing distribution channels, building strategic business relationships, and providing vision for all sales strategies and their execution. The Chief Revenue Officer is also responsible for hiring and training a team of salespeople in order to achieve predetermined profit yields.

Major Duties and Responsibilities

Operations

· Devise and deploy all sales goals and objectives across the organization, including the preparation of sales quotas and budgets.

· Develop and implement quarterly and/or annual sales plans, policies, and programs for all salespeople.

· Conduct analysis to manage sales performance against corporate objectives and market developments.

· Develop and implement distribution strategies, reselling agreements, and other growth opportunities.

· Create product segmentation strategies where needed to maximize business opportunities across various sales channels.

· Develop, manage, and nurture new business accounts and partnerships to accomplish profit and volume goals.

· Communicate brand identity internally to pertinent business units, key business partners, and the customer base.

· Collaborate with the executive team to develop short- and long-term strategic plans, including the preparation of annual business plans.

· Provide input from sales – including growth, competitive analysis, market trends, and business environment – for strategic planning processes.

Supervisory / Human Capital

· Develop a strategic approach to attracting, mentoring, and retaining human capital

· Provide direct reports with a healthy, safe, and respectful work environment

· Foster a growth-oriented, positive, and encouraging workplace culture

· Ensure compliance with company policies, procedures, and guidelines

· Coach, mentor, and develop direct reports to take on additional responsibilities

· Meet with each team member regularly to review progress, plan ahead

· Actively participate in the recruitment, selection, and orientation of new hires

· Keep up to date on matters relating to employment law and HR practices

Qualifications

· Bachelor's degree in business with either MBA or CFA.

· At least 10 years of sales and fundraising experience, preferably from institutional, family offices, and high net-worth individuals in the U.S. and Canada.

· Extensive contacts with the broker-dealer communities in the U.S. and Canada.

· Demonstrated ability to lead and direct sales forces

· Demonstrated knowledge of marketing and advertising theories and practices

· Strong experience in all aspects of sales, including growth strategies, distribution channel management, account development, and business planning.

· Excellent grasp of brand building and articulation of value propositions

· Able to build and maintain lasting relationships with corporate departments, key business partners, and customers

· Willingness to work outside of regular business hours as needed

· Fluent in English with excellent verbal, written, and interpersonal skills

Candidates should be:

· Passionate about efficiency

· Results-driven and highly organized

· Natural relationship builders

· Personable, positive, professional

· Unfazed under pressure

BG Wealth Group

New Jobs

Chief Revenue Officer