Investment Consultant - Team COO

Job description

POSITION SUMMARY: The Team COO is a senior level position that serves as a lead coordinator for a Financial Advisors / Private Wealth Advisor Team. As part of the sales organization, this role oversees and orchestrates all business operations and execution for the team. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and overseeing Financial Advisors / Private Wealth Advisor team compensation. DUTIES and RESPONSIBILITIES: - Oversee team Support Professionals to ensure alignment on team priorities and business goals - Serve as a coordinator for business matters related to the Financial Advisors / Private Wealth Advisor team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved - Coordinate and guide strategic business initiatives to achieve desired results, including acquisition of assets and growth and performance tracking of Financial Advisors / Private Wealth Advisors - Organize and prioritize critical issues and required information fo...