Preferred Location:
Open to Relocation:

A Chief Operating Officer/Director of Ops at an Independent RIA/Multi-Family Office in Southeast Florida is seeking to align with a firm in growth mode. Below please find high-level details:

  • Been with his current firm for the past 7 years
  • Director of Ops acting more in a COO capacity
  • Addepar, Advent/SS&C Axys, and NetX360
  • Implemented numerous workflows and operational procedures to increase efficiency and cut costs while serving Ultra-High-Net-Worth clientele
  • Current compensation 200k+ area

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