- 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
- 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
- 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
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Chief Operating Officer - Florida, United States - Armstrong & Sinoff Financial
3 weeks ago
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 Northwestern's 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
PREFERRED QUALIFICATIONS
IDEAL CHARACTERISTICS
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.
