Strategic Leadership Director
4 days ago
Job Title: Strategic Leadership Director
">About CX Institutional LLC
CX Institutional LLC is a leading provider of Turnkey Asset Management Platforms (TAMPs) in the financial services industry.
Salary: $250,000 - $350,000 per year
Job Description:
The Strategic Leadership Director will play a critical role in shaping the firm's future success and driving sustainable growth. This position requires a visionary leader with a passion for excellence, a commitment to integrity, and a focus on delivering value to clients and stakeholders.
Key Responsibilities:
- Lead and manage the development of an industry-leading TAMP.
- Collaborate with Senior Leadership to develop and implement long-term strategic plans for growth, profitability, and market competitiveness.
- Oversee the strategic functions of Operations, Investment Management, Marketing, and Compliance tied specifically to CX Institutional LLC.
- Design, assess, and implement core processes and best practices that are followed by all CX Institutional LLC clients.
- Set clear, measurable leading indicator metrics and goals, and guide others towards achieving objectives.
- Lead, train, and inspire high-performing teams with diverse technical backgrounds to achieve organizational goals.
- Lead Directors, portfolio managers, functional managers, analysts, and all CX Institutional LLC operations personnel.
- Lead thought leadership and be the expert on TAMP development relative to industry trends and market needs.
Requirements:
- A minimum of 10 years' experience within the financial services industry including proven experience in a leadership role.
- Bachelor's degree in finance, business administration, or a related field; MBA or advanced degree preferred.
- Strong financial acumen and understanding of financial markets, products, and services.
- Ability to think strategically, solve complex problems, and make data-driven decisions in a timely manner.
- Demonstrated track record of driving business growth and profitability.
- Sound knowledge of regulatory requirements and compliance standards.
- Hold or obtain relevant license and certifications (Series 65).
Benefits:
- Competitive salary range: $250,000 - $350,000 per year.
- Ongoing professional development opportunities.
- Collaborative and dynamic work environment.
- Opportunities for advancement and career growth.
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