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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).

Why Join Our Team?
  • Strong company culture
  • Premium health, dental, and vision benefits
  • Competitive base salary and incentive bonus structure
  • Equity participation opportunities
Job Details

We are seeking a seasoned Chief Operating Officer to lead our operations and drive business growth. The ideal candidate will have a proven track record of success in managing teams and driving process improvements within the financial services industry, with a focus on wealth management (RIA) experience.

The successful candidate will be responsible for managing revenue, expenses, and profit and loss (P&L) statements, as well as ensuring compliance with regulatory requirements. They will also be responsible for developing and implementing strategic plans to drive business growth and improve operational efficiency.

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced leader looking to take your career to the next level, we encourage you to apply.