Chief Operating Officer

4 weeks ago


Reston, Virginia, United States Armstrong & Sinoff Financial Full time

ROLE SUMMARY

Armstrong & Sinoff Financial is seeking a seasoned Chief Operating Officer to lead our firm's operational excellence and strategic growth. As a key member of our leadership team, you will oversee all aspects of our operations, ensuring seamless client service delivery and driving business expansion.

KEY RESPONSIBILITIES

  • Provide strategic leadership to our internal teams, fostering a culture of excellence and innovation
  • Develop and implement operational processes to enhance efficiency, compliance, and client satisfaction
  • Collaborate with our leadership team to drive business growth, strategic planning, and infrastructure development
  • Manage relationships with external vendors, technology providers, and regulatory bodies
  • Ensure adherence to compliance regulations, internal procedures, and industry standards

REQUIRED QUALIFICATIONS

  • Bachelor's degree in business or related field
  • Extensive wealth management industry operations/support experience
  • 10+ years of supervision, leadership, HR, or other relevant people management experience, ideally in financial services or a related industry
  • Series 7, 6, 63, and/or Life & Health licenses

PREFERRED QUALIFICATIONS

  • MBA or other relevant graduated degree highly preferred
  • Relevant industry credentials (e.g., CFP, CHFC, CRPC, RICP)
  • Prior Northwestern Mutual operations and/or team management experience
  • Experience with NetX360, Envestnet, Morningstar, or Microsoft CRM systems is a plus

IDEAL CHARACTERISTICS

  • Proven leadership skills with the ability to build and motivate effective teams
  • Strategic thinker with the ability to drive change and manage ambiguity
  • Ability to take independent action to make sound decisions
  • Exceptional interpersonal, communication, and relationship management skills
  • Experience in managing operational vision and purpose
  • Strategic thinker
  • Congenial, friendly, and able to develop rapport quickly
  • Ability to work well in a fast-paced environment
  • Strong priority management capability
  • Commitment to fostering diversity and inclusion in the workplace

COMPENSATION & BENEFITS

Competitive salary, incentive compensation plan, and a full range of benefits including comprehensive healthcare coverage, 401k with match, long/short-term disability, group life insurance, license/credential reimbursement, continuing education and more.



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