Preferred Location:
Open to Relocation:

A Chief Operating Officer at a multi-billion dollar AUM RIA located in the NYC/Long Island area is looking to join a boutique RIA where she can increase efficiencies, and propel the firm’s growth trajectory. Below please find several high-level details:

  • Extensive experience in creating efficiencies as well as bringing out the potential in advisors
  • Deep knowledge of the RIA space including compliance and advising
  • Excellent client facing and interpersonal skills
  • Excels in strategizing and implementing new technologies, procedures, reporting systems, and initiating new marketing strategies
  • MBA, worked at only two multi-billion dollar AUM RIA’s over the last 25 years
  • Seeking 350k+ compensation package

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