Chief Operating Officer - Council Bluffs
1 week ago

Job summary
This role is for a client of Lutz. This is NOT an internal role at LutzIf you've spent your career inside a wealth management firm and have found yourself thinking, "We could be doing this better," this role was built for you.
Responsibilities
- Leading and developing experienced professional teams
- Creating consistency in client experience, service models, and delivery
- Driving operational strategy around pricing, practices, and service standards
- Supporting select client relationships when coverage is needed li >
< li >Partnering closely with senior leadership on growth and long-term strategy li >
Job description
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