precise process.
rewarding partnership.

Chief Operating Officer

Reference Number: HRJ1717
Location: Bloomfield Hills, Michigan

The Judson Group has partnered with a growing Wealth Management firm (RIA) in the search for a Chief Operating Officer (COO). The firm has been recognized for its achievement in the industry and has a strong team in place.

This individual will provide leadership, management, and vision necessary to ensure that the firm has the proper operational controls, administrative and reporting procedures, people and systems in place to effectively grow the organization, ensuring financial strength and operating efficiency.

• Responsible for oversight of the firm’s operations team members ensuring goals and objectives are met.
• Act as liaison between Service Team members and Financial Advisors.
• Develop and implement best-practice processes related to the firm’s operations and in support of the firm’s other departments including client data and employee changes.
• Develop the organization through recruiting new employees, succession planning, performing compensation reviews and inventive programs, and mitigating operational and compliance risk.
• Overall responsibility for business operations including vendor relations, service contracts maintenance of office space, insurance contracts, etc.
• Work with technology team to ensure full implementation of technology resources.

• 10+ years of operations experience within financial services. Experience at a Registered Investment Advisor (RIA) highly preferred.
• Bachelor’s degree; Advanced degree (MBA) preferred.
• Superior management skills including the ability to influence and engage direct and indirect reports and peers.
• Knowledge of basic financial services operational functions, terminology, and software. Specific experience with Tamarac, MoneyGuidePro, Worldox, Schwab and Fidelity custodial procedures highly preferred.

Competitive base salary and benefits

Bloomfield Hills, Michigan

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