Executive Director of Operational Excellence
5 days ago
Company Overview
Centura Wealth Advisory, a dynamic Registered Investment Advisory (RIA) firm, serves high-net-worth and ultra-high-net-worth individuals/families with innovative investment and wealth management services.
Salary
$220k - $250k + bonus + partnership. A competitive compensation package that reflects the firm's commitment to excellence.
Job Description
The Chief Operations Officer plays a critical role in driving operational efficiency, maximizing productivity, and achieving business objectives. This executive leadership position requires strategic planning, financial analysis, and team development expertise.
Responsibilities:
- Provide strategic leadership and direction in finance, people & culture, and marketing sub-departments.
- Develop and implement policies, procedures, and best practices to optimize operational efficiency.
- Establish key performance indicators (KPIs) and metrics to measure operational performance.
- Partner with senior management to develop long-term strategic plans and initiatives.
- Evaluate and structure potential mergers, acquisitions, and partnerships.
Requirements:
- Bachelor's degree in Business Administration, Finance, or a related field; MBA or advanced degree preferred.
- 10+ years of experience in executive leadership roles within the financial services industry, preferably with Registered Investment Advisors (RIAs).
- Extensive experience building and presenting complex financial models across various lines of business.
- Strong understanding of financial markets, investment products, and regulatory requirements governing RIAs.
- Exceptional leadership abilities with a track record of driving operational excellence.
- Excellent communication skills with the ability to influence stakeholders at all levels.
- Strong analytical and problem-solving skills with the ability to think strategically.
What We Offer
- Competitive compensation and benefits package.
- Opportunity to contribute to a dynamic and fast-paced business 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 with meals, snacks, and beverages.
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