Job Overview
Join our esteemed and rapidly expanding recruiting firm, specializing in wealth management, as our Chief Operating Officer. In this pivotal role, you will collaborate with the executive team to ensure seamless operations, furthering our dedication to outstanding client experiences. Your exemplary leadership will foster a culture of integrity, authenticity, and teamwork, empowering our team members to reach their full potential.
Key Responsibilities
- Serve as a subject matter authority in wealth management, facilitating effective communication across teams and with external partners.
- Gain comprehensive knowledge of all roles within the firm and support wherever necessary to ensure operational continuity.
- Design and execute practical solutions throughout the organization, overseeing each phase from planning to implementation.
- Manage and mentor the Relationship Manager team while providing continuous education and training.
- Optimize processes within all departments to enhance overall efficiency and effectiveness.
- Oversee training on new systems and technologies, ensuring readiness and success among team members.
- Stay informed on the latest CRM and investment technologies, introducing innovative tools to elevate operations.
- Ensure the integrity of CRM and filing systems, maintaining precise and timely documentation.
- Supervise investment-related administrative processes, ensuring compliance with all relevant regulations.
- Anticipate future operational needs and challenges, driving ongoing improvement across key metrics and deliverables.
- Lead the onboarding of newly acquired firms, ensuring a smooth integration and compliance process.
- Collaborate on crafting short-term and long-term strategies that align with our overarching business objectives.
- Monitor and report on the progress of strategic plans, ensuring cohesion across all departments.
- Utilize financial insights to inform strategic decision-making and overall firm evaluation.
- Participate in special projects and various responsibilities as assigned.
Required Skills
- Proven leadership and management capabilities.
- Strong understanding of wealth management operations and high-net-worth client services.
- Exceptional problem-solving, negotiation, and communication skills.
- Ability to drive organizational change effectively.
Qualifications
- Demonstrated success in leading organizational change and managing M&A integration.
- Significant leadership experience, ideally as a COO or in a similar capacity within the financial services sector.
- Bachelor’s degree required; advanced qualifications (CPA, CFP, CFA) preferred.
- A minimum of 10 years of industry experience, with at least 5 years in operational leadership roles.
- Commitment to maintaining integrity, confidentiality, and professionalism in alignment with our core values.
Company Culture and Values
We are committed to cultivating a collaborative, client-centric culture that emphasizes integrity, authenticity, and teamwork. We encourage candidates from diverse backgrounds to apply and explore how our firm can be an excellent fit for their career aspirations.
Employment Type: Full-Time
