Chief Operating Officer - Council Bluffs

Only for registered members Council Bluffs, United States

1 week ago

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Job summary

This role is for a client of Lutz. This is NOT an internal role at Lutz
If 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 >Partnering closely with senior leadership on growth and long-term strategy

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