Chief Operations Officer

2 weeks ago


Saint Petersburg FL, United States Jobot Full time
Position Overview

We are currently seeking a Chief Operations Officer (COO) to oversee our operational framework within a prominent wealth management platform dedicated to independent registered investment advisors (RIAs).

Key Responsibilities
  • Lead and manage all operational aspects of the business, including revenue generation, expense management, and P&L oversight.
  • Ensure compliance with industry regulations and develop strategic initiatives to enhance operational efficiency.
  • Oversee team management and foster a culture of success, particularly focusing on process optimization.
  • Utilize your extensive experience in financial services, particularly within the Wealth Management sector, to drive business growth.
Qualifications

The ideal candidate will possess a proven track record in operational leadership, with a strong emphasis on process management and strategic planning. Previous experience in the wealth management industry is highly advantageous.

We offer a comprehensive benefits package, including premium health, dental, and vision coverage.



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