Key Responsibilities:

Collaborate closely with leadership to maintain alignment and effectively execute the business plan.
Integrate various business functions including Human Resources, IT, Compliance, and Finance.
Manage leadership team responsibilities, oversee company financials, contracts, and vendor relationships.
Facilitate the hiring, training, and orientation of new employees.
Prepare and present the State of the Company report and lead monthly company meetings, and Leadership Team L10s
Implement and refine operating procedures, ensuring adherence to the firm’s core processes.
Cultivate and maintain positive relationships with clients and staff, fostering a productive work environment.
Implement conflict-resolution strategies and resolve issues efficiently.
Ensure all staff embody the firm's core values and contribute positively to the culture.

Required Experience and Qualifications:

Strong familiarity with the EOS (Entrepreneurial Operating System) framework and its application in a leadership role.
Proven senior leadership experience, preferably in financial services.
Exceptional capability in managing both strategic and operational aspects of a wealth management operations
Excellent communication skills and the ability to foster a collaborative team environment.

Compensation and Benefits:

First Recruiting, LLC

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