Chief Operating Officer, Wealth Management Growth

Jobot; Washington (District of Columbia); On-site; USD 200,000 - 250,000; Full time

Job summary

Jobot in Washington, DC is seeking an Operator to lead and transform the independent advisory space. This role involves managing operations, driving growth, and ensuring compliance with fiduciary responsibilities as the firm expands.

The ideal candidate will have strong leadership skills and experience in business development, with a salary potential ranging from $200,000 to $250,000 per year. Join us in building a distinctive firm that prioritizes an owner-advisor mindset.

Responsibilities

• Partner with the head of sales to support business development and operations.
• Manage internal processes for expanding from 5 to 40 advisors.
• Build and execute operational details to drive growth.
• Collaborate with the board to ensure compliance with policies.
• Lead advisors, navigating challenging conversations.

Job description

Jobot in Washington, DC is seeking an Operator to lead and transform the independent advisory space. This role involves managing operations, driving growth, and ensuring compliance with fiduciary responsibilities as the firm expands.

The ideal candidate will have strong leadership skills and experience in business development, with a salary potential ranging from $200,000 to $250,000 per year. Join us in building a distinctive firm that prioritizes an owner-advisor mindset.