Operations Chief Officer

Position: Chief Operating Officer (COO)

We are in search of a highly motivated and seasoned Chief Operating Officer (COO) to enrich our executive team and take charge of our operational strategies. This role presents a remarkable chance to influence the trajectory of a rapidly expanding firm, ensuring effective scaling while upholding an exceptional client experience.

Job Overview: As the COO, you will spearhead the design and enhancement of our operational framework, aligning daily operations with the organization’s strategic aspirations. Reporting to the CEO, your role will encompass the management of diverse administrative functions, fostering operational excellence, and promoting a culture centered around client satisfaction.

Key Responsibilities

• Collaborate closely with the CEO and senior leadership to implement the firm's strategic business plan, ensuring operational goals are in sync with our vision and core values.
• Formulate and enforce comprehensive policies and procedures that comply with industry regulations and best practices.
• Oversee critical support functions including compliance, human resources, and financial controls, striving for efficiency at every level.
• Create scalable operational frameworks designed to facilitate adaptability and long-term growth.
• Establish and assess performance metrics to guarantee quality and efficiency across all teams.
• Lead technology initiatives to bolster operational capabilities, solidifying our competitive advantage.
• Uphold the firm's unwavering commitment to premier client service, ensuring the implementation of systems for exceptional service delivery.
• Identify and evaluate potential acquisition opportunities, guiding the onboarding of new advisors and clients effectively.
  
  

Required Skills

• Extensive experience in a COO capacity, Director of Operations, or in a comparable senior leadership role within financial services.
• A minimum of 10-15 years in the financial services sector, with a preference for experience in wealth advisory or investment management.
• Comprehensive knowledge of operational compliance, data analysis, and performance metrics to drive strategic initiatives.
• Exceptional communication and presentation skills, coupled with a commitment to fostering client satisfaction and quality.
• Proven leadership capabilities with an emphasis on team development and operational excellence.
  
  

Qualifications

• Proven track record in a senior operations role, particularly within the financial services landscape.
• Strong organizational and strategic planning abilities, complemented by high emotional intelligence and integrity.
  
  

Career Growth Opportunities

This leadership position is not only critical for our operational success but also offers extensive professional development avenues. You will have the opportunity to refine your leadership skills, contribute to the organization's vision, and take part in shaping the future of our firm.

Company Culture And Values

We pride ourselves on fostering a collaborative and inclusive work environment that champions innovation and exceptional service. Our culture encourages individual contributions while aligning with our strategic goals, creating a workplace where everyone can thrive.

Compensation And Benefits

• Full-time, exempt position with a competitive salary and incentive bonus structure.
• A comprehensive benefits package that includes paid time off, health, dental, vision, life, disability insurance, and a 401(k) matching program with fully covered premiums.
• Professional development support, including training, certifications, and executive coaching.
• Opportunities for growth within a firm known for its success and commitment to excellence.
  
  

Employment Type: Full-Time