Our client, a $2B+ RIA is seeking a Chief Operations Officer to join their firm.
The right candidate must come for the WM/IM industry.
Product Mix: AUM, Annuities and Life
Responsibilities (only in part)
- Executive Leadership
- Budgets
- Strong data analytics experience
- Provide leadership in attaining company goals, including KPI's and long-term goals
- Build Administrative and Operations teams to effectively handle M&A growth expectations
- Present operational strategy recommendations to the CEO based on your market research
- Manage and improve upon the Relationship Management System
Qualifications
- Must have experience from a firm that grew/is growing rapidly
- 10+ years' of solid operations experience in some leadership role
- Strategic planning and business development experience
