The Investments & Wealth Institute, a leading organization for elite financial advisors and wealth management professionals, has announced the appointment of Steve DeAngelis as its new Chief Revenue Officer, effective January 2. This strategic move signals the Institute's commitment to expanding its global presence and enhancing its offerings in the financial services sector.
In his new role, DeAngelis will oversee the Institute's Global Sales operations, focusing on expanding the reach of Institute certifications and surpassing revenue growth targets. His responsibilities include leading a team dedicated to growth through direct consultation with individuals seeking certification and developing long-term partnerships with prominent investment and wealth management organizations.
DeAngelis brings over 30 years of experience in the financial services industry to his new position. His extensive background includes roles at major firms such as Goldman Sachs Asset Management and Orion Advisor Solutions, where he served as Chief Revenue Officer. This wealth of experience positions him well to drive the Institute's growth strategy and enhance its value proposition to members.
The appointment of DeAngelis comes at a critical time for the financial advice industry, which is experiencing rapid evolution. As financial professionals face increasing challenges and opportunities, the Institute's role in providing high-quality certifications and educational resources becomes even more crucial. DeAngelis is expected to play a key role in expanding the Institute's partnerships and developing innovative solutions to meet the changing needs of financial advisors.
One of the key areas of focus for DeAngelis will be the expansion of the Institute's educational offerings through the Investments & Wealth Academy, its online continuing education platform. This initiative aims to provide customized educational solutions to advisor teams, furthering their professional development while also driving revenue growth for the Institute.
The impact of this appointment extends beyond the Institute itself. As the organization expands its reach and enhances its offerings, it has the potential to raise the overall standard of wealth management and financial advice across the industry. This could lead to better-educated and more capable financial professionals, ultimately benefiting clients and investors.
Sean Walters, CEO of the Institute, emphasized the strategic importance of DeAngelis's appointment, stating that his proven record in managing client relationships and innovating sales processes aligns with the Institute's goal of elevating its role as the premier membership-based credentialing and education organization for financial advisors in the high-net-worth ecosystem.
DeAngelis expressed his enthusiasm for joining the Institute, highlighting the opportunity to collaborate with the team to enhance offerings and support the evolving needs of financial professionals. His vision aligns with the Institute's mission to elevate the standards of wealth management and ensure that members deliver exceptional value to their clients.
This appointment comes as the financial services industry faces increasing complexity and regulatory scrutiny. The need for well-trained, certified professionals has never been greater, and the Institute's expanded capabilities under DeAngelis's leadership could play a crucial role in meeting this demand.
As the Institute moves forward with its growth strategy, the financial services industry will be watching closely to see how this appointment influences the organization's trajectory and its impact on professional standards in wealth management. The potential for increased access to high-quality certifications and educational resources could have far-reaching effects on the quality of financial advice available to consumers worldwide.
