President - Konvergent Wealth

Hiring: President of Konvergent Wealth

Company: Konvergent Wealth Management

Business Stage: $700M AUM → $5B AUM (3-year goal)

Business Type: Privately Held

Location: Gig Harbor, WA (this role is full-time, onsite, relocation assistance provided)

Job Type: Full time, W-2

Position Summary

The President will serve as the operational leader of Konvergent Wealth Management — the execution engine translating the founder’s big-picture vision into disciplined, scalable systems. As “integrator-in-chief” you will oversee day-to-day operations across all business functions, build enterprise-level infrastructure to support rapid growth, and ensure accountability throughout the organization.

This role requires a proven track record in wealth management and family office leadership, orchestrating the complexities of UHNW planning by managing networks of CPAs, attorneys, insurance specialists, and other advisors. You will unify teams, drive operational excellence, and ensure Konvergent achieves its goal of growing from $700M to $5B AUM within three years.

What We Mean by “Integrator”

Konvergent is a visionary-led firm. The Founder sets bold goals, builds deep client and COI relationships, and drives market-facing growth. We are looking for a leader to be his trusted counterpart.  

Think of leaders like:

• Tim Cook (Apple) — turned Steve Jobs’ vision into scalable global operations.
• Sheryl Sandberg (Meta/Facebook) — built the revenue engine behind Zuckerberg’s platform.
• Gwynne Shotwell (SpaceX) — runs the business so Elon Musk can dream.
• Eric Schmidt (Google) — professionalized operations for Page & Brin.
• Roy Disney (Disney Co.) — stabilized and systematized Walt’s creativity.

These are the models of leadership we’re seeking — the steady, disciplined Integrator who thrives on execution, not the Visionary chasing the next big idea.

Key Responsibilities

• Lead and align all functional areas (advisory, operations, compliance, revenue, and client experience) toward firm-wide goals.
• Build and scale systems, processes, and KPIs to manage exponential AUM growth.
• Manage and coordinate multi-disciplinary family office services for UHNW clients.
• Enforce accountability, protect focus, and ensure projects are executed on time and to standard.
• Team Management & Talent Development — Develop and retain top talent; provide clear role expectations; hold team members accountable in a culture of performance and results.
• Strengthen leadership capabilities and create clarity across the organization.
• Partner with the founder on strategic opportunities while owning day-to-day execution.
• Key Performance Indicators (KPIs)
• The President’s success will be measured against five enterprise-wide KPIs:
• AUM Growth Rate – Drive consistent growth toward $5B AUM in three years (~60% CAGR).
• Proposal Cycle Time – Reduce average proposal-to-close time from ~90 days to 45 days or less.
• UHNW Client Acquisition & Retention – Increase new UHNW business-owner clients while maintaining >95% retention of existing clients.
• Operational Efficiency – Achieve >85% completion of quarterly Rocks/OKRs and >90% on-time workflow completion.
• Family Office Integration – Ensure 100% of UHNW clients have documented, active plans leveraging external experts.

Qualifications

• Experience — 10 years of progressive leadership success in wealth management, financial services, or a closely related industry.
• Education — Bachelor’s degree in Business, Finance, or related field recommended; MBA or advanced leadership education preferred
• Family Office Expertise — Minimum 5 years working in, or leading, a family office environment, coordinating complex multi-disciplinary expert teams.
• Growth Track Record — Demonstrated success in scaling firms or practices, with measurable results in revenue and/or AUM growth.
• Integrator DNA — Proven success as a second-in-command, partnering with Visionary founders to drive strategy execution and organizational alignment.
• Operational Mastery — Strong record of designing and implementing scalable systems, processes, and KPIs in high-growth environments.
• Corporate Entrepreneurial Blend — Background in both enterprise-scale organizations (structure, compliance, governance) and entrepreneurial SMBs (agility, adaptability).
• Financial Services Depth — Deep knowledge of fiduciary standards, advanced planning, UHNW client service models, and compliance frameworks.
• Leadership Style — Detail-oriented, disciplined, and accountability-driven; known for building clarity and consistency across teams.

Compensation

• Base Salary: $275,000 – $350,000 DOE, Performance
• Performance Compensation: Significant incentive structure tied to growth, profitability, and KPI achievement.
• Equity Potential: Opportunity for meaningful equity participation based on long-term performance and contribution to firm growth.
• Benefits: Comprehensive package including medical, dental, and vision insurance; 401(k) with company match; paid time off; and additional executive-level perks.

Why Konvergent?

At Konvergent Wealth Management, we’ve cracked the code on serving ultra-successful families and individuals. We help manage more significant wealth than most firms handle in a lifetime.

Our challenge?

Keeping up with the insane demand as we ride the biggest transfer of wealth in the history of the world.

Simply put — we’re the right company at the right time, and we’re looking for the right team members to help us deliver excellence at scale.

Right now, we’re looking for a highly organized, proactive, and results-driven President to own and optimize our firm-wide execution engine — and to help drive sustainable, strategic growth.

Are you our next leader? Apply and find out.