Chief Operating Officer | Brighton, Michigan

Reference Number: HRJ7187
Location: Brighton, Michigan

Judson Group has been retained by a local hybrid RIA and Insurance firm to help them add a Chief Operating Officer to their team. This individual will be responsible for overseeing day-to-day operations, finance, human resources, and technology across multiple office locations.

The ideal candidate has 5+ years of management experience within a wealth management firm and should have a strong background in wealth management or insurance operations. This individual will be responsible for business operations, team leadership, and will be involved in strategic planning and execution.

Responsibilities:

  • Provide overall leadership and managerial ownership of the firm’s day-to-day financial management operations and financial administration.
  • Develop and maintain control of all business operations, adjusting as necessary to ensure the organization is consistently working together.
  • Attract, retain, and develop a high-performing team.
  • Create comprehensive goals for performance and growth strategies.
  • Recognize areas of opportunities for improvement across the organization, including opportunities to boost revenue, reduce cost, and increase profitability throughout the organization.
  • Overall responsibility for business operations including vendor relations, service contracts maintenance, technology support, etc.
  • Develop strong networks and relationships among stakeholders and all members of the firm to create operational efficiencies.

Requirements:

  • Bachelor’s degree, advanced degree and/or designations preferred.
  • 5+ years of relevant operational management experience.
  • Securities experience required.
  • Insurance background would be a plus.
  • Superior management and collaboration skills including the ability to influence and engage direct and indirect reports and peers.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.

Compensation: Competitive compensation, bonus, and benefits package.

Location: Brighton, Michigan

Reference Number: HRJ7187

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