Chief Operating Officer | Ann Arbor, Michigan

Reference Number: HRJ7013
Location: Ann Arbor, Michigan

Judson Group has been retained by an independent RIA with over $2B AUM in the search for a Chief Operating Officer. This position is an integral member of the senior management team and reports to the CEO. This individual is responsible for coordinating the firm’s day-to-day operational management and overseeing the firm’s operational team.

Responsibilities:

  • Provide overall leadership of the firm’s day-to-day wealth management operations.
  • Develop and maintain control of all business operations.
  • Responsible for oversight of the firm’s operations team members ensuring objectives are met.
  • Attract, retain, and develop a high-performing team.
  • Creates comprehensive goals for performance and growth strategies.
  • Develops and documents the firm’s operational processes and procedures.
  • Work to ensure maximum and efficient use of the firm’s technology resources.
  • Oversee the firm’s relationships with external resource providers & vendors.

Requirements:

  • BA/BS Degree; advanced degree preferred.
  • 10+ years of relevant wealth management experience.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation: Competitive compensation, bonus, and benefits package.

Location: Ann Arbor, Michigan

Reference Number: HRJ7013

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