Chief Operating Officer (COO), Wealth Management
Chief Operating Officer (COO), Wealth Management
About the Company
Respected independent advisory firm
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Chief Operating Officer (COO) for its Wealth Management division. The ideal candidate will be a strong operator and an industry disruptor in the independent advisory space, with a focus on empowering firms and advisors. The COO will be responsible for partnering with the head of sales to support business development, acquisition, and operations. This includes managing internal processes for expanding the advisor team, developing a strong culture, recruiting, and ensuring financial oversight. The role demands a hands-on approach, with top-to-bottom attention to execution and a drive for growth to complement the business development skill set. The successful COO will work closely with the board of directors, lead and collaborate with advisors, and be accountable for compliance and fiduciary standards. This is an execution-focused position in a high-growth, startup environment, and the company is looking for someone who is not afraid to roll up their sleeves, is deeply committed to the mission, and sees the long-term wealth creation opportunity. The role is not about strategy but about ensuring that the company's operational and executional aspects are in line with its disruptive and growth-oriented goals.
Travel Percent
Less than 10%
Functions
- Operations
- Business Development
Additional Information
- City
- Washington, D.C.
- State
- DC
- Country
- United States
- Job Type
- Operations, Business Development
- Mobile Friendly Apply
- No
- Html Jobs
- Yes
- Url
- https://click.appcast.io/t/JX7ypO4TswuKdqWhCSzeSkz71SZ-V_Kc8saYGTVSRAo6_xJ26cvtb4TAEXhR3RzxxH5jyJeZqSj44RSg_I5J-w==
- Cpc
- 0.22