Client Organization: Confidential

Position Title: Chief Revenue Officer

Reports to: President

Location: Western Canada

THE COMPANY

Based in Western Canada, our client is a highly successful, entrepreneurial and growing wealth management organization that is transforming its sector, using a technology-enabled business model that is built on partnership, collaboration, innovation, and a relentless pursuit of excellence. The company has cultivated a reputation for challenging the status quo and offering a unique value proposition that blends personalized service with scalable expertise. The culture is best described as collaborative, people-first, and deeply rooted in connection, trust, and forward-thinking leadership.

THE OPPORTUNITY

The Chief Revenue Officer (CRO) is a senior executive leadership role responsible for driving integrated, sustainable revenue growth across all lines of business. This role provides strategic direction and executive oversight to key revenue-generating functions, including Services & Enablement, Marketing & Communications, and Product & Solution Sales.

As a visionary leader, the CRO is accountable for architecting and executing a modern, scalable revenue strategy—one that embraces data-driven decision-making, technology-enabled distribution systems, and digital-first client and advisor engagement. The successful candidate will leverage innovation, automation, and platform thinking to streamline revenue operations and enhance the efficiency and effectiveness of the advisor-driven model.

While leveraging technology will be key to success in the role, the CRO will also ensure a significant emphasis on customer relationships and service excellence. With deep industry insight and a relentless focus on partnership, the CRO will strengthen advisor relationships, elevate client acquisition and retention strategies, and maximize lifetime client value. As the company continues to expand and grow, the CRO will play a critical role in aligning growth initiatives across business units, embedding a digitally fluent culture, and unlocking the full potential of its platform-enabled, advisor-centric approach.

As a key member of the Executive Leadership Team, the Chief Revenue Officer plays a critical role in shaping and executing the firm’s overall business strategy within the framework of the Traction®/EOS (Entrepreneurial Operating System). The CRO will contribute to cross-functional leadership through disciplined goal-setting, accountability, and transparency, while driving execution of quarterly Rocks, Scorecard metrics, and long-term Vision/Traction planning. This role demands a leader who thrives in a results-driven, collaborative environment and can lead through data, structure, and alignment with EOS principles.

This is a unique opportunity to shape the future growth of the Company - where technology, talent, and trusted partnerships converge to drive meaningful impact. This represents not just a career opportunity, but a chance to lead within a purpose-driven organization that is actively shaping the future of financial advisory.

KEY RESPONSBIBILITES

1. Revenue Growth & Business Strategy
2. Advisor Engagement
   
   • Provide executive oversight over the work executed by the team responsible for professional advisor engagement
   • Drive strategies to increase referrals, deepen collaboration, and strengthen long-term partner engagement.
   • Support segmentation and tiering strategies to tailor partner experience and resource allocation based on performance potential.
   • Ensure enablement activities such as onboarding, training, and joint business planning practices are consistently executed to maximize partner impact.
     

3. Sales, Client Growth & Experience
   
   • Provide executive oversight to high-performing Sales and BD teams focused on acquiring and retaining HNW clients, business owners, and family enterprises.
   • Oversee strategies that enhance the client journey from referral through onboarding to long-term engagement, increasing lifetime value and cross-sell success.
   • Support the delivery of integrated financial solutions, including, estate, investment, and insurance services.
   • Drive professional advisor recruitment, onboarding, and engagement strategies to ensure sustained growth and productivity.
     

4. Sales Operations
   
   • Provide strategic oversight of the BD and sales operations team, with responsibility for CRM optimization, referral tracking, and sales process improvement.
   • Champion data integrity and ensure tools and processes support visibility, accountability, and scale.
   • Collaborate closely with the Chief Operating Officer and other leaders and vendors to align system infrastructure, workflow automation, and cross-functional processes that enhance operational efficiency.
   • Leverage and refine existing dashboards and analytics tools to guide decision-making, drive accountability, and improve revenue conversion outcomes.
     

5. Enablement: Learning & Development
   
   • Provide executive oversight of the Enablement function, ensuring alignment with revenue strategy.
   • Support the Enablement team in delivering training and development programs to professional advisors and internal team.
   • Ensure enablement initiatives support onboarding, sales effectiveness, and platform adoption.
   • Track and assess the impact of enablement programs on engagement, productivity, and revenue generation.
     

6. . Marketing & Brand Strategy
   
   • Provide executive oversight to the Marketing & Communications team in executing integrated campaigns that support lead generation, advisor engagement, and brand growth.
   • Oversee content strategy, ABM (Account-Based Marketing), thought leadership, and campaign execution to reinforce market positioning.
   • Drive production of co-branded assets and partner success stories that strengthen trust, credibility, and referral activity.
   • Ensure Marketing is filling the sales pipeline; measure marketing performance in collaboration with BD and sales operations to determine appropriate return on investment and alignment with firm goals.
     

7. Technology & Systems Integration
   
   • Leverage CRM platforms, automation tools, and analytics to drive sales efficiency, partner engagement, and revenue scalability.
   • Partner with the COO and Technology leaders to ensure seamless system integration and platform performance.
   • Promote a technology-enabled distribution mindset across all revenue-facing teams, fostering digital adoption and innovation in client and advisor engagement.
     

8. Leadership & Team Development
   
   • Build and lead a cohesive, high-performing revenue leadership team.
   • Foster a culture of accountability, collaboration, and continuous improvement aligned with the EOS operating model.
   • Mentor direct reports, ensuring clarity of roles & team/individual KPI’s , development of future leaders, and achievement of quarterly and annual priorities.
   • Provide regular performance updates and strategic insights to the Executive Leadership Team and stakeholders, identifying opportunities, risks, and recommendations for continued growth.
     
     
     

     FUNCTIONAL COMPETENCIES

   • Strategic Revenue Leadership/GTM Transformation Demonstrated ability to architect and execute multi-channel revenue strategies that align with enterprise vision and accelerate sustainable growth.
     

   • Change & Innovation Leadership
     

     Demonstrated success in leading revenue transformation initiatives to support rapid growth, digital transition, or organizational change.
     

   • Technology-Enabled Distribution & Digital Fluency
     

     Able to see how the future of wealth management will be transformed by technology and inspires others with that vision; brings a deep understanding of how technology can enable people to do their best work, create amazing client experiences and catapult the business forward. Optimizes CRM systems, sales enablement tools, automation, and digital marketing platforms to drive scalable, data-informed growth.
     

   • Advisor & Partner Channel Development
     

     Proven track record of building and scaling high-impact wholesale relationships, including referral systems, onboarding programs, and relationship tiering models.
     

   • Operational Discipline & EOS Alignment Experienced in executing within a structured operating system (e.g., Traction/EOS), with a focus on Rocks, Scorecards, and accountable team leadership.
     

   • High-Performance Team Leadership
     

     Ability to recruit, mentor, and lead cross-functional revenue teams, fostering a culture of accountability, collaboration, and continuous improvement.
     

   • Client & Advisor Experience
     

     Deep empathy for the advisor and client journey, with the ability to co-create experiences that increase engagement, conversion, and lifetime value.
     

   • Analytics-Driven Commercial Insight
     

     Proficiency in leveraging performance dashboards, funnel metrics, and partner segmentation to guide strategy and optimize execution.
     

   • Executive Communication & Influence
     

     Exceptional communication skills when working with internal teams, external partners, and executive stakeholders.
     

     
     
     
     

     QUALIFICATIONS

   • Extensive leadership experience (15+ years) in revenue-focused roles across Sales, Business Development, Marketing, or Sales Operations—ideally within financial services, fintech, wealth advisory or similar environments.
   • Proven ability to scale and lead cross-functional revenue teams with a strong emphasis on collaboration, accountability, and technology-enabled execution.
   • Demonstrated success in building distribution models, with deep understanding of referral dynamics and partnership lifecycle management.
   • Track record of leveraging digital tools to drive growth, streamline processes, and improve conversion.
   • Recognized for out-of-the-box thinking, innovation, and the ability to thrive in evolving, entrepreneurial, and growth-stage business environments.
   • Strong business acumen with a passion for data-informed decision making, process design, and scaling revenue infrastructure.
   • Bachelor’s degree (or commensurate experience) in Business, Finance, Economics, or a related field; MBA is considered an asset.
   • Exceptional leadership, communication, and stakeholder engagement skills, with the ability to influence at all levels.

• Lead the development and execution of an enterprise-wide revenue strategy aligned with the company‘s strategic goals and business model.
• Provide executive leadership to all revenue-generating teams, starting with Business Development through to Product Sales & Solutions, including Sales, Marketing, and Enablement.
• Identify new growth opportunities, including product and service expansion, untapped client segments, and innovation in revenue delivery.
• Guide pricing strategy, forecasting models, and performance optimization through data-informed decision-making.
• Ensure alignment with the firm’s Traction®/EOS framework, contributing to quarterly Rocks, Scorecard metrics, and long-term vision.
  

CONTACT INFORMATION

Lisa Knight, Managing Partner lisa.knight@lhhknightsbridge.com 416 928 4565

Melanie Barbieri, Senior Consultant melanie.barbieri@lhhknightsbridge.com 416 640 4305

ABOUT LHH KNIGHTSBRIDGE – www.lhhknightsbridge.com

LHH helps organizations simplify the complexity associated with transforming their leadership and workforce so they can accelerate results, with less risk.