Executive Leader
2 weeks ago
Corporate Executive Opportunity
Blue Signal Search is seeking a seasoned Corporate Executive to lead our client's firm, a well-established Registered Investment Advisor (RIA), in its next phase of expansion. The ideal candidate will have extensive leadership experience within the financial services industry, specifically within RIA, investment management, or a closely related field.
About the Role:
- Lead the overall strategic direction of the company, ensuring alignment with long-term growth objectives.
- Oversee the expansion of operations beyond Arizona, with a focus on developing a national or multi-regional presence.
- Utilize expertise in scaling operations and implementing strategies to penetrate niche markets effectively.
- Spearhead the adoption and leadership of EOS (Entrepreneurial Operating System) or similar business operating systems within a high-growth, regulated financial services environment.
- Drive technological advancements to streamline processes and enhance client service delivery.
- Cultivate and maintain relationships with key stakeholders, including investors, regulatory bodies, and business partners.
- Lead and mentor executive team members, fostering a culture of innovation and accountability.
- Monitor and ensure compliance with all regulatory requirements specific to the financial services industry.
Requirements:
- Minimum of 7 years of leadership experience in the financial services industry, specifically within RIA, investment management, or a closely related field.
- Bachelor's degree in Finance, Business Administration, or a related field (Master's degree or MBA preferred).
- Demonstrated success in expanding business operations into new regions and scaling organizational capabilities.
- Strong experience in utilizing EOS or a similar operational framework to optimize organizational performance.
- Deep understanding of the regulatory landscape in financial services and ability to navigate compliance requirements.
- Proven ability to lead in a fast-paced, growth-oriented environment, with a focus on technological innovation and operational efficiency.
- Exceptional communication, leadership, and team-building skills.
About Blue Signal Search:
Blue Signal Search is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more about our services and expertise.
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