Chief Operating Officer
📋 Role Overview & Responsibilities
Compensation - $115,000-165,000 base salary commensurate with experience. Plus 10% annual bonus opportunity.
Our client is a dynamic, boutique wealth management firm in Raleigh, NC with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive financial planning, investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding a Chief Operating Officer to support the firm.
Responsibilities
Manage day-to-day operations of the firmManage employee hiring, performance reviews, and general HR tasksMaintain personnel files electronically Develop and maintain employee handbookRun payroll - including bonus income, 401k and reimbursementsManage the hiring process with internal and external stakeholdersReview and refine the firm’s HR practices including the performance management system Generate ideas on process improvements, marketing, recruiting, etcManage projects related to the firm such as business development ideas, mergers and acquisitions, client appreciation events, and client experienceResearch and propose internal and external business opportunities
Qualifications
5-7 years in executive/leadership role5 years of work with payrollFinancial Services experience (preferred but not required)Excellent oral and written communication skillsFamiliarity with Microsoft applications and data entry and information retrieval softwareDemonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlinesStrong attention to detail with the ability to work with a high degree of accuracyAbility to work proactively, embrace change, and exhibit a high degree of confidentiality
Compensation
$115,000-165,000 base salary commensurate with experience. Plus 10% annual bonus opportunity.
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This position is located in Raleigh, NC with potential relocation and sponsorship assistance depending on candidate qualifications.
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