COO

Preferred Location:
Mid-West
Open to Relocation:
Yes
We are currently representing a Chief Operating Officer from a Fee-based, 1.2B AUM Independent RIA who is exploring opportunities. Details below:
  • 15+ years of experience in the RIA space as COO and CCO
  • Ran the Firm’s day to day operations, managed all staff, and developed processes to allow for scaling the business
  • Directly managed a staff of approximately 25 with $1.2 billion in assets under management
  • Increased assets of firm year over year through training of advisors
  • Compensation expectation in the 250-300k range
  • Midwest Candidate. Open to relocation for the right opportunity

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

Upload a job description
Drop files here or
Accepted file types: doc, docx, pdf, Max. file size: 20 MB, Max. files: 3.
    This field is for validation purposes and should be left unchanged.