Corporate Executive

2 weeks ago

Scottsdale AZ United States Blue Signal Search Full time

Corporate Executive

Our client’ firm is a well-established registered investment advisor (RIA) committed to delivering exceptional financial planning and advisory services. They prioritize integrity, expertise, and dedication in their approach, ensuring tailored solutions for their clients’ financial goals. With a focus on building lasting client relationships, they strive to foster a supportive work environment that promotes professional growth and work-life balance for their team members.

They are seeking a Corporate Executive to join their team. The ideal candidate will have extensive leadership experience within the Registered Investment Advisor (RIA) space or a similar financial services environment, with a proven track record of scaling business operations across multiple regions. This role requires a visionary leader who can leverage technology and strategic planning to drive growth, particularly in niche markets. The Corporate Executive will play a crucial role in shaping the future of the organization and leading it through its next phase of expansion.

This Role Offers:

  • Participation in a profitability bonus program.
  • Paid holidays.
  • Comprehensive medical, dental, and vision insurance.
  • Short-term and long-term disability insurance.
  • Life and accidental death & dismemberment (AD&D) insurance.
  • Accrued paid time off.
  • 401(k) plan with up to 4% employer match after one year of employment.

Focus:

  • Lead the overall strategic direction of the company, ensuring alignment with long-term growth objectives.
  • Oversee the expansion of operations beyond Arizona, with a focus on developing a national or multi-regional presence.
  • Utilize expertise in scaling operations and implementing strategies to penetrate niche markets effectively.
  • Spearhead the adoption and leadership of EOS (Entrepreneurial Operating System) or similar business operating systems within a high-growth, regulated financial services environment.
  • Drive technological advancements to streamline processes and enhance client service delivery.
  • Cultivate and maintain relationships with key stakeholders, including investors, regulatory bodies, and business partners.
  • Lead and mentor executive team members, fostering a culture of innovation and accountability.
  • Monitor and ensure compliance with all regulatory requirements specific to the financial services industry.

Skill Set:

  • Minimum of 7 years of leadership experience in the financial services industry, specifically within RIA, investment management, or a closely related field.
  • Bachelor's degree in Finance, Business Administration, or a related field (Master's degree or MBA preferred.
  • Demonstrated success in expanding business operations into new regions and scaling organizational capabilities.
  • Strong experience in utilizing EOS or a similar operational framework to optimize organizational performance.
  • Deep understanding of the regulatory landscape in financial services and ability to navigate compliance requirements.
  • Proven ability to lead in a fast-paced, growth-oriented environment, with a focus on technological innovation and operational efficiency.
  • Exceptional communication, leadership, and team-building skills.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3IKiOzm

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