Director of Firm Management
3 weeks ago
TalentNest On Demand is a leading provider of innovative financial solutions. We seek a seasoned Executive to drive growth, improve processes, and deliver exceptional client service as our Chief Operating Officer.
About the Role
This strategic position requires a strong leader with 15+ years of experience in financial services. You will lead the planning process to increase revenues across all suitable products and services, manage client support, and coordinate the firm's product and service platform. Your expertise in leadership, coaching, and strategic thinking will drive innovation and results.
Key Responsibilities
- Develop and execute strategies to drive growth and improve processes
- Manage client relationships and deliver exceptional service
- Oversee the firm's product and service platform, ensuring best-in-class offerings
- Lead the recruiting initiative to bring high-quality advisors to the practice
Requirements
- College BS/BA degree
- 15+ years of experience in financial services
- Series 7 and 65/66 licenses
Estimated Salary: $160,000 - $220,000 per year, depending on experience and qualifications.
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