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Chief Financial Officer/Chief Operating Officer

5 months ago

San Diego, United States Centura Wealth Advisory Full time
Job DescriptionJob Description

Centura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced professional to join our Executive Leadership team as the Chief Financial Offer/Chief Operating Officer (CFOO). As the CFOO, you will be a key member of our team, both aiding in painting the picture for our company’s financial future, and trailblazing an unmatched culture.

The Chief Financial Offer/Chief Operating Officer is at the core of our internal vein and will have a large impact on a wide range of functions.

What you will do:

Operational Leadership:
• Provide strategic leadership and direction in our Operational sub-departments of Finance, People &
Culture, and Marketing.
• Develop and implement policies, procedures, and best practices to optimize operational efficiency,
maximize productivity, and achieve business objectives.
• Establish key performance indicators (KPIs) and metrics to measure and monitor operational performance
and drive continuous improvement initiatives.

Strategic Planning and Business Development:
• Partner with senior management to develop long-term strategic plans and initiatives.
• Evaluate and structure potential mergers, acquisitions, and partnerships to support business growth.
• Participate in the strategic recruitment of potential advisor acquisitions, mergers, and/or tuck-ins.
• Provide financial analysis and due diligence support for strategic initiatives.

Financial Management:
• Oversee financial planning, budgeting, and forecasting processes to ensure sound financial management
and alignment with strategic objectives.
• Monitor financial performance against budget and targets, analyze variances, and implement corrective
actions as needed to optimize profitability and efficiency.
• Collaborate with finance and accounting teams to maintain financial controls, manage cash flow, and
support investment decision-making.

Leadership and Team Development:
• Build and develop a high-performance team by recruiting, training, and retaining top talent, and fostering
a culture of collaboration, innovation, and accountability.
• Provide mentorship, guidance, and coaching to direct reports and team members, empowering them to
achieve their full potential and contribute to organizational success.
• Lead by example, demonstrating ethical leadership, professionalism, and a commitment to excellence in
all aspects of operations and decision-making.

What we look for:
• Bachelor's degree in Business Administration, Finance, or a related field; MBA or advanced degree
preferred.
• Proven experience (10 years) in executive leadership roles within the financial services industry, with a
focus on Registered Investment Advisors (RIAs) highly desirable.
• Extensive experience building & presenting complex financial models across various lines of business
• Strong understanding of financial markets, investment products, and regulatory requirements governing
RIAs, including SEC regulations and fiduciary standards.
• Exceptional leadership abilities with a track record of driving operational excellence, strategic planning,
and organizational transformation.
• Excellent communication skills, both verbal and written, with the ability to influence and inspire
stakeholders at all levels of the organization.
• Strong analytical and problem-solving skills, with the ability to think strategically, make data-driven
decisions, and drive results in a dynamic and competitive environment.

What's in it for you?
• Competitive compensation
• Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth.
• Open and supportive team-based environment
• Full medical, dental, and vision benefits
• Competitive Vacation Package
• Free on-site gym access
• Fully stocked kitchen – meals, snacks, and beverages

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $200k - $225k + bonus