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COO/Senior Wealth Advisor

Preferred Location:
Mid-West,North-East,Northwest,South-East,South-West,West
Open to Relocation:
Yes

We are currently representing a COO/Senior Wealth Advisor, CPA at a Top Tier National Wealth Management Firm looking to transition to a smaller RIA due to a restructuring at his current firm. Details below:

  • Seeking to pivot into the RIA space as a COO and Lead Advisor for select relationships so that he can maintain his focus on high-touch client service in a collaborative culture
  • Excels in operational leadership; built and runs the investment and operational platform for his current firm (which grew to 8B AUM before it’s sale)
  • Serves as the Lead Advisor for $50M AUM (portable)
  • Leads a team of 50, developing and coaching all levels from junior roles to partner level.
  • 25+ years at the same firm
  • Currently  exploring opportunities with compensation package in the mid 300s

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