Chief Operating Officer Job at Global Recruiters of Mid-Cities (GRN), Denver, CO

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  • Global Recruiters of Mid-Cities (GRN)
  • Denver, CO

Job Description

Our client, a $2B+ RIA is seeking a Chief Operations Officer to join their firm.

With growth rates of 30%+ YOY, the ideal candidate will be growth-minded and familiar with the systems an processes needed to scale a business nationally.

The right candidate MUST have wealth management experience.

Product Mix: AUM, Annuities and Life

Responsibilities (only in part)

  • Executive Leadership - as a member of the executive team, this person will have several divisions reporting up to them.
  • Budgets and P&L experience
  • Strong data analytics experience - Excel and Salesforce expertise a big plus
  • Provide leadership in attaining company goals, including KPI's and long-term goals
  • Build Administrative and Operations teams to effectively handle M&A growth expectations
  • Present operational strategy recommendations to the CEO based on your market research
  • Manage and improve upon the Relationship Management System

Qualifications

  • Must have experience from a firm that grew/is growing rapidly
  • 10+ years' of solid operations experience in some leadership role
  • Strategic planning and business development experience

Job Tags

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