COO, Wealth Management

Jobot; Washington (District of Columbia); Vor Ort; USD 200.000 - 250.000; Vollzeit

Zusammenfassung

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.

Aufgaben

• 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.

Jobbeschreibung

Job Details

Position: Operator – a strong leader who will disrupt the independent advisory space.

Salary: $200,000 - $250,000 per year.

About Us

We are an independent advisory firm that empowers firms and advisors with flexibility, technology, and resources to grow and scale. We target UHNW clients, emphasize open architecture, partnership equity, and maintain a lean corporate structure.

Why Join Us

We are not traditional PE funds; we are operators with real advisory experience, building a firm with an owner‑advisor mindset. In late‑stage startup mode, we’re rapidly growing from $1B to $3B AUM. You will play an integral role in that expansion.

Responsibilities

• Partner with the head of sales to support business development, acquisition, and operations.


• Manage internal processes for expanding from 5 to 40 advisors, including culture development, recruiting, operations, and financial oversight.


• Build, develop, and execute operational details from top to bottom, driving growth to complement business development skills.


• Collaborate with the board of directors to support requisite skills and ensure advisors comply with policy and fiduciary duties.


• Lead advisors, ensuring compliance with policy and fiduciary responsibilities, navigating challenging conversations.

Equal Opportunity Employer

We provide an inclusive work environment and all qualified candidates receive consideration without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot prohibits harassment based on any of these categories and complies with applicable laws regarding hiring decisions and consideration of unemployment status.