Events and Ecosystem Manager
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Lead Firmable’s US growth through events, partnerships, and pipeline generation. Build the B2B sales intelligence platform’s ecosystem from San Francisco.
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Grimes is a professional real estate firm serving Ashbourne, County Meath, North County Dublin, and surrounding property markets. Established in 1971, the company provides residential and commercial property sales, lettings, valuations, and consultancy through a team of experienced, qualified professionals. Its work combines local market knowledge with practical advice for clients navigating property transactions and decisions.
Head of Growth - Wealth Management (Hybrid, Massachusetts)
Lead organic growth, referral programs, sales operations, and Regional Director development for a Massachusetts wealth management firm. Expand high-net-worth client relationships through stronger pipelines, partnerships, and advisor-led growth.
United States
Massachusetts$200,000 – $250,000 / year
HybridFull-timeLeadEnglish RequiredGrowth MarketingDescription
- Develop and deliver an organic growth strategy aligned with the firm’s long-term objectives
- Set priorities across referrals, share of wallet, Centers of Influence, events, digital campaigns, and other lead-generation channels
- Convert strategy into annual and quarterly goals, initiatives, campaigns, and measurable activities
- Assess opportunities involving direct-to-consumer platforms, partnerships, corporate relationships, professional associations, and geographic expansion
- Lead, manage, and develop the Regional Director team
- Define Regional Director roles, territories, expectations, and performance standards
- Build the sales process from lead generation through discovery, advisor introduction, proposal, follow-up, and close
- Coach Regional Directors on pipeline development, branch relationships, client discovery, objection handling, and closing
- Review individual and team pipelines while assessing territory coverage and staffing requirements
- Own Custodial Referral Program strategy and performance and manage senior relationships with Fidelity, Schwab, Robinhood, and other referral partners
- Work with Wealth Managers to create measurable organic growth plans and increase referrals, share of wallet, and family relationships
- Develop firmwide referral strategies, campaigns, and processes for identifying outside assets and referral opportunities
- Maintain consistent sales methodology, service standards, documentation requirements, and pipeline ownership across the firm
- Coordinate with operations and technology to automate reminders, workflows, drip campaigns, and management reporting
- Use pipeline data to forecast expected assets, revenue, and resource needs
- Report to the Chief Operations Officer
Requirements
- Bachelor’s degree
- At least 10 years of experience leading sales and business development teams
- Preferably, experience in wealth management, financial services distribution, advisor growth, referral programs, or relationship management
- Proven success helping financial advisors generate referrals, deepen client relationships, and increase share of wallet
- Experience developing sales processes, pipeline disciplines, dashboards, and accountability systems
- Preferred familiarity with financial planning, investment management, tax, trust, estate, and insurance capabilities
- Experience using Salesforce or a comparable CRM
- Ability to assess growth channels by revenue potential, cost, conversion capacity, and strategic fit
- Strong presentation, coaching, relationship management, and communication skills
Benefits
- Eligibility for a significant performance-based bonus
- Hybrid remote work arrangement
- Opportunity to join an organization recognized among the 2025 Best RIAs to Work For
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