30 Dec Director of Operations
Director of Operations
Clear Track to the COO Position
Fast growing and dynamic Independent RIA serving high net worth and ultra high net worth clientele is seeking a Director of Operations to identify and implement systems and processes that improve efficiency and scale the business.
Clear track to the position of Chief Operating Officer of Wealth Management
The Firm provides holistic wealth management services, including investment management, business advisory and other financial advisory services inclusive of a sophisticated private investment platform. National RIA with offices in NYC, Chicago, Palm Beach and Los Angeles.
- Opportunity to make an impact and advance into the COO of Wealth Management
- Lead the integration and optimization of several technology platforms across the Firm (Addepar, eMoney, Redtail)
- Entrepreneurial culture with an emphasis on scalability and continual improvement of systems and processes
- Collaborate with outsourced compliance consultant to update and maintain written compliance policies and procedures to best serve clients and support growth
- Competitive base compensation, profit and performance driven bonuses and excellent benefits; long term equity opportunity
Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation