Note: The job is a remote job and is open to candidates in USA. Acumen Strategy is building a next-generation Compliance & Wealth Management Education platform aimed at becoming a trusted institution for advisors and compliance professionals. They are seeking a senior executive with deep roots in wealth management compliance to lead this initiative as CEO.
Responsibilities
• Establish the organization as a credible, trusted industry institution
• Lead strategic partnerships with RIAs, compliance firms, custodians, and industry bodies
• Help shape and recruit a Standards & Ethics Board and Industry Advisory Council
• Guide the long-term vision, positioning, and industry alignment of the platform
• Work closely with an EdTech COO who runs day-to-day operations and delivery
• Act as the external face of trust — with regulators, partners, and senior stakeholders
Skills
• Served as a Chief Compliance Officer, senior regulator, or equivalent industry authority
• Earned trust across RIAs, aggregators, custodians, and compliance firms
• Built relationships that open doors — not just sold products
• Operated comfortably at the intersection of regulation, education, and business
• Former CCO, regulator, or senior compliance leader in the US wealth management ecosystem
• Deep understanding of RIA regulation, fiduciary standards, and compliance frameworks
• Strong industry relationships and name recognition
• Business-savvy, partnership-driven mindset
• High integrity, sound judgment, and long-term reputation focus
Company Overview
• Acumen Strategy is a consulting and growth enablement partner built exclusively for wealth managers, RIAs, and advisory firms. It was founded in undefined, and is headquartered in , with a workforce of 11-50 employees. Its website is https://www.acumen-strategy.com/.
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