-
Chief Operating Officer
5 days ago
Cell Work, LLC Tallahassee, United StatesCompany Description · Cell Work, LLC is a company based in Tallahassee, FL that specializes in producing unique cell models for 3D visualization of cell theory. We are passionate about biology and strive to incorporate elements of play into our family-friendly kits. · Role Descr ...
-
Chief Operations Officer
2 weeks ago
Radiology Associates Tallahassee, United StatesJob Summary: · With over 60 years of service to the community as the premier imaging center in Tallahassee, we are seeking a Chief Operations Officer to join our leadership team. Our state-of-the-art facility covers all modalities in our outpatient center and we are the dominant ...
-
Chief Operating Officer
2 weeks ago
Armstrong & Sinoff Financial Tallahassee, United StatesCOMPANY OVERVIEW · Armstrong & Sinoff Financial is a boutique comprehensive planning firm based in downtown Orlando, backed by the financial strength of Northwestern Mutual. As one of a select number of teams to partner with Northwestern's Private Client Group, A&SF stands out am ...
-
Chief Operating Officer
2 weeks ago
NAZTEC Int. Group Tallahassee, United StatesOnsite in Miami, FL · Relocation offered · Our client is a leading provider of critical power systems solutions, ensuring businesses and organizations have uninterrupted access to power. With a deep understanding of diverse power systems, we specialize in delivering reliable an ...
-
Deputy Chief Operating Officer/ Chief of Staff
2 weeks ago
The Quest Organization Tallahassee, United StatesThe Chief Operating Officer has expertise and practical experience in human resources/staff management, property portfolio management, project management of capital projects, design and special projects, security, fine art, technology, and concierge services. The role will report ...
-
Chief Operating Officer- Residential Services
2 weeks ago
Seven Executive Limited Tallahassee, United StatesDo you thrive in dynamic environments, navigating challenges with strategic finesse while driving operational excellence? · Do you have previous operational leadership experience of managing multi-site locations within a sector of Field Services? · Seven Executive have partnere ...
-
Operations Assistant
1 day ago
Awards4U Tallahassee, United StatesCompany Description · Awards4U is a leading company in the recognition industry, specializing in high quality and unique recognition products. We believe in the importance of recognizing and appreciating individuals from all walks of life. With nearly 40 employees and almost 200 ...
-
Architectural Designer III
5 days ago
Architects Lewis + Whitlock, PA Tallahassee, United StatesArchitectural Designer III · Location: Tallahassee, FL (onsite) · Hours: Full Time, standard office hours · Compensation: Annual salary of $50,000 - $70,000 + comprehensive benefits package · Summary of Qualifications · 3 - 5 years of work experience in architecture or related fi ...
-
Project Manager
3 weeks ago
Florida State University Credit Union Tallahassee, United StatesGeneral Summary · The Project Manager will organize, manage, and plan complex projects for the organization's research, development, and product implementation efforts. · Essential Functions · 1. Leads an interdepartmental team to complete an assigned project on time, to specifi ...
-
Business Analyst
5 days ago
Tech Army, LLC Tallahassee, United StatesQualifications: · Background working in education (preferred). · Bachelor's degree in Computer Science, Information Systems, or related field, or equivalent work experience. · Responsibilities: · Act as a liaison between the business community and the IT organization. · Analyze b ...
-
Compliance Legal Assistant
1 day ago
Williams Gautier Gwynn Tallahassee, United StatesCompliance Legal Assistant (Full Time) · Location: Tallahassee, FL (in-office) · Schedule: Monday - Friday from 8:00am - 5:00pm · Compensation: Competitive annual salary plus benefits package (see below for details) · Summary of Qualifications: · High school degree or equivalent, ...
-
Application Development Analyst
3 weeks ago
Gravity IT Resources Tallahassee, United StatesJob Title: Application Development Analysts · Location: Hybrid (Tallahassee, FL) · Job Type: Contract · Referral Fee: · Employment Eligibility: Gravity cannot transfer nor sponsor a work visa for this position. Applicants must be eligible to work in the U.S. for any employer ...
-
Applications Development Analyst
3 weeks ago
QED National Tallahassee, United StatesA FL transportation agency is looking for eight (8) Application Development Analysts for a long-term contract in Tallahassee, FL. · Work Mode: Remote · Pay Rate Range: $ $56.00 · Job Overview · Candidates must be able to perform the following duties and/or tasks. Duties will incl ...
-
Chief Executive Officer
5 days ago
mhca - Mental Health Corporations of America Tallahassee, United StatesThe Opportunity: · mhca, the premier national association of leading behavioral healthcare organizations, has engaged The Meyers Group to guide the search for their next President and Chief Executive Officer upon the retirement of Dale Shreve in early 2025. The Board of Directors ...
-
Legal Support Specialist
1 week ago
ZenTech Consulting Tallahassee, United StatesWe are seeking a diligent and detail-oriented Legal Support Specialist to join our team. This role offers a full-time opportunity to contribute to our dynamic legal teams, providing comprehensive support and playing a key role in our operations. · Position Summary: The Legal Supp ...
-
Structural Engineer
2 days ago
NOVA Engineering and Environmental, LLC Tallahassee, United StatesEstablished in 1996, NOVA was originally founded to provide Environmental Consulting, Geotechnical Engineering, and Construction Materials Testing and Inspection services to the design and construction community, largely in the southeastern United States. Since our founding, NOVA ...
-
Volunteer Services Director
3 days ago
Volunteer Florida Tallahassee, United StatesVolunteer Services Director · Volunteer Florida is currently looking for a Volunteer Services Director to join our team If you possess industry knowledge, have great organizational skills and have the ability to set goals and priorities, this may be the position for you The posit ...
-
Application Architect
5 days ago
ISC - IT Staffing & Consulting Tallahassee, United StatesIT Staffing and Consulting, Inc. (ISC) is currently seeking one (1) or more Applications Architects),for our Florida Government client located in Tallahassee, FL. · Please send your resume to: for consideration. · This opportunity is: · Fulltime · Onsite with the client in a st ...
-
financial services accountant
6 hours ago
State of Florida Tallahassee, United States907 / DISBURSEMENT OPERATIONS OFFICE OPEN COMPETITIVE CAREER SERVICE CONTACT PERSON: James Helm CONTACT PHONE NUMBER: CONTACT EMAIL ADDRESS: James. BI-WEEKLY HIRING SALARY: $1, $40,788.02 ANNUAL) Working for Accountant, Financial, Customer Service, Payment Processing, Transporta ...
-
GOVERNMENT OPERATIONS CONSULTANT II OPS
1 week ago
State of Florida TALLAHASSEE, United StatesThis is independent work in which the incumbent will be responsible for coordination of recruitment and separation activities for the Economic Self-Sufficiency Program, Headquarters offices and the Customer Call Center. This position requires a high Operations, Consultant, Govern ...
Chief Operating Officer - Tallahassee, United States - Armstrong & Sinoff Financial
![Armstrong & Sinoff Financial](https://contents.bebee.com/public/img/noimg-businessx400.jpg)
2 weeks ago
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
COMPANY OVERVIEW
Armstrong & Sinoff Financial is a boutique comprehensive planning firm based in downtown Orlando, backed by the financial strength of Northwestern Mutual.
As one of a select number of teams to partner with Northwesterns Private Client Group, A&SF stands out among financial teams nationwide, recognized for their expertise in serving the high-net-worth market.
At Armstrong & Sinoff Financial, we go beyond conventional financial advising to provide our clients with peace of mind.
Our personalized strategies empower individuals to not only plan for the future but also spend joyfully before and during retirement.
We believe in cultivating lasting relationships built on trust and integrity, ensuring that each client and their family receives the tailored financial guidance they need for generations to come.
POSITION OVERVIEW
As the
Chief Operating Officer (COO)
at Armstrong & Sinoff Financial, you will oversee all operational aspects of our firm, ensuring efficiency, excellence in client service, and strategic growth.
This role requires strong leadership, extensive industry experience, and a commitment to maintaining a client-centric approach to operations.Your key responsibilities will include:
Firm Administration and Team Leadership
Provide oversight and leadership to all internal teams, ensuring optimal performance and adherence to firm policies
Lead and supervise a team of professionals, conducting regular one-on-one and team-wide meetings to foster collaboration and communication
Manage the interview and hiring process for new team members, ensuring alignment with firm culture and values
Implement performance management processes, including annual reviews and recommendations for salary increases and promotions
Manage all new team member onboarding, including new team members (or delegates training) in all aspects of assigned responsibilities
Facilitate all new-hire onboarding initiatives related to HR, benefits enrollment, payroll set-up, etc.
Ability to serve in a temporary backfill capacity for any/all team functions during periods of extended leave or turnover across the team
Operations Management
Global oversight of all administrative functions of the firm, including insurance operations, investment operations, financial planning, marketing and general administrative support functions
Manage relationships with external vendors and technology providers
Oversee and maintain accurate bookkeeping/P&L records, providing necessary records to external accounting partners, as needed
Manage and maintain up-to-date master firm-wide calendar, including firm events, partner travel schedules, team PTO schedules, etc.
Global System and Process Oversight
Continuously assess and optimize team workflows to enhance operational efficiency and compliance
Develop and maintain standard operating procedures (SOPs) and implement technology solutions to streamline processes
Ensure adherence to compliance regulations and internal procedures
Client Service Oversight
Enhance day-to-day operational activities to support advisors in delivering exceptional client experiences
Foster a concierge-like client service approach across the firm
Manage client onboarding processes and workflow to ensure seamless service delivery
Strategic Planning Support
Participates in the strategic planning, infrastructure and operations management of the firm, with a keen understanding of the financial health and growth of the team
Able to understand strategic connection between the Firm Partners' vision and what needs to be done to support and achieve the vision
Responsible for executing and implementing the team Business Continuity Plan
Collaborate with firm partners on strategic planning and infrastructure management
Drive change management initiatives to achieve operational efficiencies and support long-term growth objectives
Develop and track key performance indicators (KPIs) to monitor and manage firm success
REQUIRED QUALIFICATIONS
Bachelor's degree in business or related field
Extensive wealth management industry operations/support experience
10+ years of supervision, leadership, HR, or other relevant people management experience, ideally in financial services or a related industry
Series 7, 6, 63, and/or Life & Health licenses
PREFERRED QUALIFICATIONS
MBA or other relevant graduated degree highly preferred
Relevant industry credentials (e.g., CFP, CHFC, CRPC, RICP)
Prior Northwestern Mutual operations and/or team management experience
Experience with NetX360, Envestnet, Morningstar, or Microsoft CRM systems is a plus
IDEAL CHARACTERISTICS
Proven leadership skills with the ability to build and motivate effective teams
Strategic thinker with the ability to drive change and manage ambiguity
Ability to take independent action to make sound decisions
Exceptional interpersonal, communication, and relationship management skills
Experience in managing operational vision and purpose
Strategic thinker
Congenial, friendly, and able to develop rapport quickly
Ability to work well in a fast-paced environment
Strong priority management capability
Commitment to fostering diversity and inclusion in the workplace
COMPENSATION & BENEFITS
Competitive salary, incentive compensation plan, and a full range of benefits including comprehensive healthcare coverage, 401k with match, long/short-term disability, group life insurance, license/credential reimbursement, continuing education and more.
Join us at Armstrong & Sinoff Financial and be part of a team committed to empowering individuals on their financial journey.
Apply now to contribute to our mission of making a positive difference in the lives of our clients.#J-18808-Ljbffr