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COO

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

We are currently representing a Chief Operating Officer at a 15B+ AUM RIA/Multi-Family Office (Average client, 60M+ Investable assets). Details below:

  • Overhauled the reporting system by enhancing online access and elevating the quality and clarity of client reporting for 50M+ level clientele
  • Guided the transformation of a 50+ person RIA by restructuring departments and workflows, upgrading major systems and IT, and hiring talent
  • Sourced and managed RIA vendor relationships, including custodians, banking, tax, and legal

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