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Lead Advisor · 1 day ago

Chief Operating Officer

Greater Philadelphia

Full-time

Onsite

Lead/Staff, Director/Executive

$125K/yr - $165K/yr

5+ years exp

Lead Advisor, LLC is a wealth management consulting and search firm. They are seeking a Chief Operating Officer (COO) to oversee the firm operations, ensuring productivity and profitability while managing employee performance and client experience. The role involves strategic planning, change management, and oversight of all systems and processes within the firm.

ConsultingHuman ResourcesWealth Management

Responsibilities

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

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

Qualification

Management experienceStrategic planningLeadership skillsFinancial services experienceTeam buildingInterpersonal skillsProblem-solving skillsDecision-making

Required

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