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COO

Preferred Location:
South-East
Open to Relocation:
No

We are currently representing a COO, MBA/CFP targeting RIAs at key growth junctures to help drive the next phase. Details below:

  • She has 8+ years experience as the COO of a 1.5B AUM RIA
  • Led the firm through a acquisitions and integrations of advisors
  • Effective leadership of advisors, coaching them on how to engage with clients on an emotional level in addition to the analytical
  • Capable of making difficult but strategic hiring decisions that yield impactful results
  • Expert in AI strategy in the Wealth Management arena
  • Currently  exploring opportunities with compensation package in the mid 300s
  • Atlanta based, diversity candidate

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