Strategic Operations Director

4 weeks ago


Glastonbury, Connecticut, United States Transcend Practice Management Full time
Job Description

We are seeking an experienced Chief Operating Officer to join our rapidly growing team at Transcend Practice Management. As a key member of the C-Suite team, you will provide leadership, management expertise, and vision to ensure the firm has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow and to ensure financial strength and operating efficiency.

Key Responsibilities
  • Develop, monitor, and evaluate overall corporate strategy in unison with the C-Suite team with emphasis on bottom line performance.
  • Provide useful financial insights to help make better decisions about formulating and executing strategy.
  • Lead integration of any newly acquired firm including technology, paperwork, messaging, client onboarding, compliance.
  • Assist in the legal protection of the firm by ensuring compliance with all applicable laws and policies.
  • Establish internal and external processes and key performance indicators for the firm while measuring effectiveness and providing timely, accurate and complete reports as requested.
Requirements and Qualifications
  • Proven track record of success facilitating organizational change within a growing firm; experience with mergers and acquisitions.
  • Proven experience in a leadership/supervisory role, preferably in a COO or similar capacity.
  • In-depth knowledge of positions within a wealth management firm.
  • Experience managing the operations of high-net-worth individuals and their businesses.
  • Bachelor's degree required. Advanced education: CPA, CFP, CFA, or Master's degree preferred.
  • Superior management skills with the ability to mentor and develop employees using a supportive and collaborative approach.
  • 10+ years of industry experience; 5+ years in operations leadership.
  • Ability to establish and monitor priorities; evaluate and report results.
  • Exceptional judgement, problem solving, negotiation, and conflict resolution skills. Maintain a high level of integrity and confidentiality.
  • Polished written, oral, interpersonal and presentation skills.


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