Chief Operations Officer (COO)

Chief Operations Officer (COO)

About the Company

Successful wealth management firm

Industry

Financial Services

Type

Privately Held

About the Role

The Company is seeking a Chief Operations Officer to join their dynamic team. The successful candidate will be a key member of the leadership team, with a focus on operations, administration, client service and support, systems, processes, technology, marketing, accounting, budgeting, forecasting, performance analysis, billing, payroll, facilities, vendor management, compliance, and human resources. This role is pivotal in allowing the CEO and Chief Investment Officer to concentrate on client relationships and critical investment strategies. The COO will also be instrumental in strategic planning, evaluating new business opportunities, and acquisitions, and will play a significant part in shaping the company's culture and team development. Applicants for the Chief Operations Officer position at the company should be excellent leaders with a passion for hiring, training, and developing teams. The role requires a candidate who can improve efficiencies, systems, processes, and leverage new technology to ensure the firm is well-positioned for future growth. The ideal candidate will have a strong background in operations and a proven track record in a similar leadership role. A strategic mindset, the ability to partner with the CEO and Directors, and a focus on short and long-term planning are essential. The company values a culture of learning, development, and teamwork, and the COO will be expected to foster an environment where all team members are working towards unified goals and objectives.

Hiring Manager Title

CEO

Travel Percent

Less than 10%

Functions

• Operations