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Chief Operating Officer

2 months ago

St Petersburg, United States Jobot Full time

About Us

We are a leading wealth management platform for independent registered investment advisors (RIAs). Our company, Jobot, is dedicated to providing a unique and innovative approach to wealth management.

Why Join Us?

We offer a strong company culture, premium health, dental, and vision benefits, a base salary, incentive bonus, and equity opportunities. Our team is passionate about delivering exceptional results and making a positive impact in the financial services industry.

Job Details

We are seeking a Chief Operating Officer (COO) to lead our operations and business strategy. The ideal candidate will have a proven track record of success in managing teams and driving process improvements. Previous experience in financial services, particularly in wealth management (RIA), is highly valued.

Key Responsibilities

  • Manage teams and drive business growth
  • Develop and implement operational strategies
  • Oversee revenue, expenses, and profit and loss (P&L) management
  • Ensure compliance with regulatory requirements
  • Collaborate with cross-functional teams to drive business success

Requirements

  • Proven track record of success in operations management
  • Experience in financial services, particularly in wealth management (RIA)
  • Strong leadership and team management skills
  • Ability to drive process improvements and implement operational strategies
  • Excellent communication and collaboration skills