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Chief Operating Officer

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

We are representing a COO at a $500M AUM RIA who is open to relocation. Details below:

  • She oversees day-to-day operations of a $500M+ AUM fee-only RIA, overseeing finance, compliance, HR, technology, legal, and custodial relationships
  • Collaborates on firm growth and M&A strategy, including the smooth integration of 3 acquired teams
  • Leads and coaches 15+ advisors fostering growth and alignment during transition
  • Boosted firm profitability by 12%
  • 10+ years of experience, with the last 7 years at the same firm

For more information on this candidate please fill out the form below:

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