Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm in the Greater Philadelphia area.
General Responsibilities:
The responsibility of the Chief Operations Officer (COO) is to oversee the firm operations in an effort to achieve the highest levels of productivity and profitability. The COO anticipates the needs of the firm, strategically plans for its development, recommends necessary changes, and takes independent action within areas of authority. They will eventually own all of the processes, employee management, client experience and day to day operations, allowing the partners to stay focused on growth of the firm.
The ideal candidate is a proactive problem solver, detailed oriented and has experience in financial services or another professional services firm.
Responsibilities (include but limited to):
Leadership Team Member
· Participates in the strategic planning and infrastructure and operations management of the firm to include understanding the financial health and growth.
· Makes the strategic connection between the Partners’ vision and what needs to be done to support and achieve the vision
· Leads change management strategy with a continual focus on creating efficiencies and reducing expenses
Oversight of Operations
· Ownership over all systems and processes
· Develop, implement and monitor work-flows with the ability to step into the day to day work when necessary to assist employees and ensure the work gets done
· Manage the current employees and lead the talent strategy
· Build agendas and run team meetings including preparation, communication and follow up
· Ensure confidentiality and compliance along with ensuring the proper tracking of data, client information and other metrics vital to the firm
· Will have involvement in marketing and technology that could include client events, social media and other projects to enhance the client experience and firm awareness
· Should be proactive in their own professional development and ongoing learning when it comes to building teams, processes and the financial planning process
· Handle all vendor management
Qualifications:
· Bachelor's degree, preferably in business. MBA desired
· Five or more years of experience in a management position, including hiring, training, planning, and people and program development, preferably in the financial services industry
· Proven ability to lead and manage people while building effective teams
· Demonstrated leadership to motivate and hold others accountable
· Ability to take independent action to make sound decisions
· Solid interpersonal and command skills
· Proven ability to plan strategically for the long and short term
$125,000 to $165,000
Onsite
