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COO/Head of Wealth

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

A Top Ranked Manager out of a National Financial Services Firm is seeking to explore COO/Head of Wealth/Chief Growth Officer roles within the RIA arena.

  • Managing advisors is her strongest skill set – currently manages a team of 23 people, with 14 years of experience leading advisors
  • Fosters a collaborative and results-oriented culture with over 400M in net new assets last year
  • Proficiency creating efficiencies and streamlining processes through technology
  • Involved in delivering financial plans to clients and advising them on their financial needs
  • 20+ years sales and leadership experience, 8 with her current firm

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