What are the responsibilities and job description for the Practice Manager - COO, Wealth Management position at Ascendo Resources?
Dynamic and growing Wealth Management firm is seeking an Practice Operations Manager / COO for their business.
Based in South Miami this growing business wants the best of the best! You will be instrumental in shaping the structure of the team to take the business to the next level.
You will be a highly motivated and detail-oriented individual. This is an exciting role to put your own mark on a business.
Responsibilities :
- Oversee day-to-day operations, ensuring smooth functioning of all workflows across the firm.
- Continuously assess and improve operational systems, processes, and policies to enhance efficiency and client satisfaction.
- Lead and mentor the operations team, fostering a collaborative and results-driven culture.
- Ensure adherence to all regulatory and compliance requirements.
- Implement and leverage cutting-edge technology solutions to enhance operational efficiency.
- Streamline processes to reduce redundancy and improve scalability.
- Develop and refine operational practices to provide a seamless and exceptional client experience.
- Manage accurate and timely reporting on key performance indicators (KPIs) to senior leadership.
- Coordinate with external service providers, custodians, and other stakeholders to ensure service alignment with the firm’s goals.
Qualifications :
