📌 Core Information
- Job Title: Director, Growth Initiatives
- Company: Wipfli LLP
- Location: United States (Remote)
- Job Type: Full-Time
- Category: Business Consulting and Services
- Date Posted: June 24, 2025
- Experience Level: 10+ years
- Remote Status: Remote OK
🚀 Job Overview
Key aspects of this role include:
- Driving strategic growth initiatives across the firm.
- Managing expansion projects and optimizing service offerings portfolio.
- Collaborating with various teams to ensure effective cross-project planning and execution.
- Supporting firm culture through connecting client and associate experiences.
*ASSUMPTION: This role requires a high level of strategic thinking, project management, and stakeholder communication skills.*
📋 Key Responsibilities
- Strategic Growth Planning: Partner with the Chief Growth Officer to prioritize and execute strategic growth initiatives across all business areas and industries.
- Investment Analysis: Support the development of business cases for strategic investments, including new service offerings, market expansion, and innovation.
- Project Portfolio Management: Monitor growth project portfolio, ensuring alignment with firm strategy and optimal resource allocation.
- Team Leadership: Oversee the Growth & Data Insights Director, providing direction and coaching to enhance the success and impact of this newly established function.
- Process Design: Design and maintain the firm's key growth processes such as key account management and account management processes.
- Enablement & Integration: Drive growth and profitability through effective enablement of practice and industry leaders and oversight of the Client Portfolio Management and Sales & Revenue Crediting System. Lead M&A integration efforts for the Growth Organization and develop a Strategic Partner Channel.
- Project Management: Establish standardized project management practices for growth initiatives, ensuring clear measurement and accountability.
- Assessment & Analysis: Develop and implement frameworks to assess client needs, market opportunities, and service offering profitability.
- Cross-Project Collaboration: Collaborate with OMP, EPMO, IT, and other teams as appropriate to ensure effective cross-project planning and execution.
- Cultural Support: Support firm culture through connecting Client Experience and Associate Experience and practicing inclusive leadership.
*ASSUMPTION: This role involves a high degree of cross-functional collaboration and requires strong communication, leadership, and project management skills.*
🎯 Required Qualifications
- Education: Bachelor's degree in Business Administration, Marketing, Finance, or a related field (required). MBA or other advanced degree (preferred).
- Experience: Minimum of 7-10 years of experience in strategic planning, business development, or growth strategy roles. 5+ years of experience in service offering development, growth initiative management, or business unit/practice development.
- Required Skills:
- Proven experience in successfully launching and scaling new services or businesses.
- Extensive knowledge of the professional services market, including trends, challenges, and competitive landscape.
- Experience with Power BI or similar data visualization tools for creating insightful business reports and dashboards.
- Strong analytical, problem-solving, and decision-making skills.
- Excellent communication, leadership, and project management skills.
- Ability to work independently and in a team environment.
- Proficiency in Microsoft Office Suite and other relevant software tools.
*Preferred Skills:*
- Experience in a similar role within a professional services firm.
- Familiarity with the consulting industry and its best practices.
- Experience with CRM systems and sales enablement tools.
*ASSUMPTION: Given the strategic nature of this role, candidates with relevant industry experience and a strong track record of driving growth initiatives will be most competitive.*
💰 Compensation & Benefits
- Salary Range: $208,000 to $280,000 per year. The actual salary at the time of offer depends on business-related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
- Benefits:
- 8 health plan options (both HMO & PPO plans), dental, and vision coverage.
- HSA with potential Firm contribution and an Employee Assistance Program.
- Firm-sponsored basic life and short and long-term disability coverage.
- 401(k) savings plan & profit share as well as Firm matching contribution.
- Well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards.
- Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D insurance.
- Working Hours: Full-time, with flexible hours and remote work options.
*ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles. The actual salary may vary based on the factors listed above.*
📌 Applicant Insights
🔍 Company Context
- Industry: Business Consulting and Services
- Company Size: 1,001-5,000 employees
- Founded: Not specified
- Company Description: Wipfli is a top 25 advisory firm with a strong CPA foundation serving 59,000 clients across today’s most complex industries. They focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology, and tribal gaming and government.
- Company Specialties: Audit & Accounting, Information Technology (IT), Tax, Merger & Acquisition, Valuation, Litigation & Transaction, Employee Benefits, Risk Advisory and Forensic, Financial Accounting Outsourcing, Sustainability, Business Consulting, Digital strategy, Custom software & apps, Enterprise solutions, Cybersecurity, Outsourcing, Organizational performance, Executive coaching, and Advisory.
*ASSUMPTION: Wipfli's extensive industry experience and comprehensive service offerings make it an attractive choice for candidates seeking a diverse and challenging work environment.*
📊 Role Analysis
- Career Level: Executive/Director level, reporting directly to the Chief Growth Officer.
- Reporting Structure: This role oversees the Growth & Data Insights Director and collaborates with various teams, including OMP, EPMO, IT, and other teams as appropriate.
- Work Arrangement: Remote OK, with flexibility for on-site work as needed.
- Growth Opportunities:
- Potential to shape the firm's growth strategy and make a significant impact on its success.
- Opportunities to work on high-visibility projects and collaborate with senior leadership.
- Potential to advance within the Growth Organization or explore other leadership roles within the firm.
*ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to shape the firm's growth strategy and advance their career.*
🌍 Location & Work Environment
- Office Type: Remote-first with physical offices in multiple locations.
- Office Location(s): Multiple locations across the United States.
- Geographic Context: Wipfli's remote work arrangement allows for flexibility in location, with opportunities to work from home or in one of the firm's physical offices.
- Work Schedule: Full-time, with flexible hours and the ability to work remotely.
*ASSUMPTION: Wipfli's remote work arrangement provides candidates with the flexibility to balance work and personal responsibilities while maintaining a strong connection to the firm's culture and team.*
💼 Interview & Application Insights
- Typical Process: 1. Online application submission. 2. Phone or video screen with a member of the recruiting team. 3. In-depth interviews with hiring managers and/or team members. 4. Final interview with the Chief Growth Officer. 5. Background check and offer extension.
- Key Assessment Areas: Strategic thinking, project management, leadership, communication skills, cultural fit, and industry knowledge.
- Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills for this role.
- Be prepared to discuss your approach to strategic planning, project management, and leadership.
- Research Wipfli's industry focus and growth initiatives to demonstrate your understanding of the firm's priorities.
*ASSUMPTION: Wipfli's interview process is designed to assess candidates' strategic thinking, leadership, and cultural fit, with a focus on their ability to drive growth initiatives and collaborate effectively with various teams.*
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Power BI or similar data visualization tools
- CRM systems and sales enablement tools (as needed)
- Project management software (e.g., Asana, Trello, Jira)
- Collaboration tools (e.g., Microsoft Teams, Slack)
*ASSUMPTION: Candidates should be proficient in Microsoft Office Suite and Power BI or similar data visualization tools. Familiarity with CRM systems, sales enablement tools, and project management software is a plus.*
👔 Cultural Fit Considerations
- Company Values: Wipfli's values include curiosity, progress, inclusion, and community. Candidates should demonstrate a strong alignment with these values and a commitment to fostering an inclusive work environment.
- Work Style: Wipfli values a flexible, collaborative, and inclusive work environment. Candidates should be comfortable working independently and in a team setting, with a focus on driving results and supporting the firm's growth initiatives.
- Self-Assessment Questions:
- How do you demonstrate curiosity and a commitment to progress in your current role?
- How have you fostered an inclusive work environment in previous roles?
- How do you balance independent work and collaboration with team members to drive results?
*ASSUMPTION: Candidates who demonstrate a strong alignment with Wipfli's values and a commitment to fostering an inclusive work environment will be most successful in this role.*
⚠️ Potential Challenges
- Role-Specific Challenges: Balancing multiple priorities and managing competing demands from various teams and stakeholders.
- Company-Specific Challenges: Navigating a large, matrixed organization with multiple business areas and industries.
- Industry-Specific Challenges: Keeping up with the rapidly evolving professional services market and adapting to changing client needs and market trends.
- Location-Specific Challenges: Managing a remote team and fostering a strong sense of connection and collaboration among team members.
*ASSUMPTION: Candidates should be prepared to navigate a complex, dynamic work environment and adapt to changing priorities and demands.*
📈 Similar Roles Comparison
- Role Differentiation: This role focuses on driving strategic growth initiatives across the firm, while similar roles may be more focused on specific business areas or industries.
- Industry Context: Wipfli's extensive industry experience and comprehensive service offerings set it apart from other professional services firms.
- Career Path Comparison: This role offers significant growth potential, with opportunities to advance within the Growth Organization or explore other leadership roles within the firm.
*ASSUMPTION: Candidates should consider the unique aspects of this role and Wipfli's industry position when evaluating their fit for this opportunity.*
📝 Sample Projects
- Developing and implementing a strategic plan for expanding the firm's service offerings into a new market.
- Conducting a comprehensive assessment of the firm's client portfolio and identifying opportunities for growth and optimization.
- Leading a cross-functional team to develop and launch a new service offering, from market research and product development to sales enablement and go-to-market strategy.
- Managing the integration of an acquired firm, including assessing its service offerings, talent, and systems, and developing a strategic plan for maximizing synergies and minimizing disruption.
*ASSUMPTION: These sample projects illustrate the strategic, cross-functional, and collaborative nature of the Director, Growth Initiatives role.*
❓ Key Questions to Ask During Interview
- How does this role fit into the firm's overall growth strategy, and what are the key priorities for the first 90 days?
- What are the most significant growth opportunities for the firm in the next 3-5 years, and how does this role contribute to realizing those opportunities?
- How does the Growth Organization collaborate with other business areas and industries to ensure alignment and maximize impact?
- What are the key challenges facing the firm's growth initiatives, and how can this role address them?
- How does Wipfli support the professional development and growth of its associates, particularly in leadership roles?
*ASSUMPTION: These questions demonstrate a candidate's interest in understanding the strategic context of the role, the firm's growth priorities, and the opportunities for professional development and growth.*
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through [this link](https://careers-wipfli.icims.com/jobs/6929/director%2c-growth-initiatives/job).
- Tailor your resume and cover letter to highlight relevant experience and skills for this role.
- Prepare for interviews by researching Wipfli's industry focus, growth initiatives, and the key assessment areas outlined above.
- Follow up with the hiring manager, Benjamin Dzanic, after your interview to express your interest in the role and reiterate your qualifications.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
