Role Purpose
The Visionary owns the long-term direction of Collective — the firm's growth strategy, the offer mix, the brand position in the market, and the major decisions about who Collective is and where it's going. Day-to-day execution and operational accountability live with the Integrator. The Visionary's job is to keep the firm pointed at the right horizon and to make sure the people, the offers, and the culture stay aligned with that horizon.
Accountability
Accountable To
The firm itself — ultimate accountability for vision, strategy, growth, and brand position. Reports out to the leadership team and equity holders on long-term direction and major strategic moves.
Direct Reports / Accountable From
Integrator (Kyle) — for the execution of firm-wide goals, P&L, and operational accountability across all seats.
Responsibilities
- Long-term firm vision, strategic positioning, and brand identity
- Major offer-mix and pricing strategy decisions
- Growth strategy — where the firm grows, which markets, which client segments
- Major hiring and partnership decisions at the leadership level
- Culture-level direction — what Collective stands for, internally and externally
- Integrator (Kyle) — translates vision into operational execution
- Seat 1 — Client Business Advisor (advisory direction, client perspective)
- Seat 9 — Sales & Biz Dev Lead (brand and market position)
- Major strategic decisions and offer-mix changes
- Brand-level communications and positioning
- Long-term firm performance against vision
Seat Overlaps & Cross-Function Support
| Seat | Nature of Overlap or Support |
|---|
| Integrator (Kyle) | Pairs daily on strategy-to-execution translation. The Visionary sets direction; the Integrator owns getting there. |
| Seat 1 — Client Business Advisor | Client perspective feeds back into vision — what the market needs, where service lines should evolve, what the firm should be known for. |
| Seat 9 — Sales & Biz Dev Lead | Brand voice and market positioning — the Visionary defines who Collective is to the market, the Sales lead carries that voice into outbound. |
Measures of Success
- Firm growth — revenue, headcount, market position over multi-year horizons
- Brand strength — referral rate, inbound interest, market recognition
- Strategic alignment — every major offer or hire ladders back to firm vision
- Leadership team health — Integrator empowered, advisors aligned, culture intact