Operating Chief Officer

Job Overview

We are seeking a highly skilled and visionary Chief Operating Officer (COO) to join our esteemed leadership team, playing an integral role in enhancing our operational efficiency and driving the strategic growth of our organization. In this pivotal position, you will oversee daily operations, ensuring our systems are effectively scaled to meet growing demands while consistently delivering a premier client experience.

Key Responsibilities

• Collaborate with the CEO and senior leadership to implement the strategic business plan, ensuring that operational objectives align with the company’s culture and vision.
• Develop and enforce policies that adhere to regulatory requirements and uphold industry best practices.
• Supervise administrative functions, including compliance, human resources, and financial controls.
• Create and enhance scalable systems to support dynamic growth within a rapidly evolving financial landscape.
• Optimize organizational structures to boost efficiency and operational effectiveness.
• Establish metrics-driven accountability across teams to promote operational excellence.
• Spearhead technology initiatives that enhance operational capabilities, utilizing innovation to maintain a competitive edge.
• Partner with finance and operations teams to develop budgets, manage billing processes, and cultivate vendor relationships.
• Ensure rigorous compliance with regulatory standards while championing quality control measures.
• Drive initiatives that elevate the company's commitment to exceptional client service while fostering growth and enhancing service deliverables.
• Identify and analyze acquisition opportunities through comprehensive operational and financial due diligence.
• Collaborate with leadership to seamlessly integrate new advisors, teams, and clients into the organization.
• Expand the company’s market presence, solidifying its position as a leader in wealth management.
• Oversee all facets of the human capital program, promoting a positive workplace culture and ensuring compliance.
• Partner with leadership to attract, onboard, and nurture top talent that aligns with the company’s core values.
  
  

Required Skills

• Proven experience as a Chief Operating Officer, Director of Operations, or a similar role within the financial services sector.
• Extensive background in financial services, wealth management, or investment advisory services, with a minimum of 10-15 years of experience.
• Comprehensive understanding of financial services operations, including compliance, data analysis, and performance metrics.
• Proficient in operational best practices, IT systems, and project management.
• Exceptional communication and presentation skills, with the capability to convey complex concepts to various stakeholders.
• Strong organizational and leadership abilities, complemented by strategic planning and business development expertise.
  
  

Qualifications

• Bachelor’s degree in Business Administration, Finance, or a related field; advanced degree preferred.
• Proven track record in a senior operational capacity within the financial services sector.
  
  

Career Growth Opportunities

We are committed to fostering your professional development through various training and certification programs, executive coaching, and continuous learning initiatives. This role provides an exceptional platform to lead teams and influence the operational trajectory of a leading firm in the financial sector.

Company Culture and Values

Our organization is built on a foundation of collaboration, innovation, and operational excellence. We champion open communication and teamwork, striving for an inclusive culture that supports growth and prioritizes client satisfaction.

Compensation And Benefits

• Competitive salary and performance-based incentive bonus structure.
• Comprehensive benefits package, including generous paid time off, health, dental, vision, life, and disability insurance, as well as 401(k) matching.
• Wellness reimbursement and parking options available.
• Regular team off-sites, events, and an annual team retreat.
• Access to exclusive industry events and favorable pricing from partner vendors.
  
  

We are an equal opportunity employer and value diversity in our workplace. All qualified candidates will be considered regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. We are devoted to maintaining a harassment-free work environment and nurturing a positive and inclusive culture.

Employment Type: Full-Time