Chief Business Officer (CBO) Role Overview

We are looking for an entrepreneurial, execution-driven Chief Business Officer (CBO) to build, scale, and lead our full commercial engine. The ideal candidate possesses a "0 to 1" builder mindset, deep experience in fixed-income/wealth-tech distribution, and absolute ownership over the company's growth, strategy, and P&L.

Key Responsibilities

Build & Scale All Sales Verticals

- IFA Channel: Acquire, activate, and aggressively scale our distributor network.

- D2C Funnel: Build a high-converting retail funnel combining digital traffic with assisted conversion.

- HNI & Family Offices: Cultivate strategic, large-ticket relationships to rapidly grow AUM.

- Institutional Sales: Onboard and manage corporate clients, treasuries, and large institutions.

- Partnerships & VRM: Forge strategic corporate alliances and build a high-velocity Virtual Relationship Management (inside sales) engine.

Full P&L Ownership

- Drive aggressive revenue growth across all five sales channels.

- Manage margins effectively by balancing inventory vs. distribution economics.

- Control costs tightly by maximizing team productivity and reducing Customer Acquisition Cost (CAC).

- Ensure every vertical contributes profitably to overall company targets.

Define Go-To-Market (GTM) Strategy

- Design clear, channel-wise GTM strategies detailing what to sell, to whom, and how.

- Master product positioning, with an explicit focus on Fixed Income (Bonds & NCDs).

- Structure competitive pricing and commission strategies to incentivize IFAs and distribution partners.

Architect the Sales Engine

- Recruit, structure, and nurture high-performing sales teams across all verticals.

- Set and track daily activity-based KPIs (meetings, partner activations, AUM growth, and repeat investment flows).

- Eliminate "hero-dependence" by designing highly repeatable, scalable sales processes.

- Actively manage team performance and drive a culture of execution.

Drive Market Penetration

- Create demand where it doesnt exist - educating the market on fixed-income alternatives.

- Build high institutional and retail credibility for our platform in the fixed-income sector.

- Get on the field personally to negotiate and close critical, early-stage, high-value deals.

Skills & Qualifications We Are Looking For

- Multi-Channel Sales Leadership (Critical): Proven track record of successfully building and scaling at least 2-3 of our target channels (B2B/IFA, B2C/HNI, or Institutional).

- Fixed Income & Product Depth: Advanced technical understanding of NCDs, bonds, and structured products. Ability to address complex client objections regarding liquidity mechanics, taxation efficiency, and credit risk profiles.

- The "0 to 1" Builder Mindset (Most Important): Experience steering a business through its early 0 $\rightarrow$ 1 or high-growth 1 $\rightarrow$ 10 journey. We need someone who creates departments, not just someone who manages large existing teams.

- Distribution Expertise: Deep knowledge of how to acquire independent financial advisors, re-

engage dormant partners, and engineer consistent, repeat investment flows.

- Commercial & Execution Depth: Hands-on leader who embraces fieldwork, enjoys direct client meetings, and actively closes high-stakes deals alongside the team.

- Strategic & Analytical Maturity: Ability to logically prioritize which sales channels to scale first, allocate capital efficiently, and utilize data metrics to guide tactical business decisions.