CHIEF OPERATIONS OFFICER
Company: Centura Wealth Advisory
Location: San Diego
Posted on: October 29, 2024
Job Description:
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Centura Wealth Advisory, a dynamic, registered investment advisory
(RIA) firm serving both high-net-worth and ultra-high-net-worth
individuals/families, is seeking an experienced professional to
join our Executive Leadership team as the Chief Operations Officer.
This position will be onsite in San Diego.
The Chief Operations Officer is at the core of our internal vein
and will have a large impact on a wide range of functions including
financial oversight.
What you will do:
Operational Leadership:
- Provide strategic leadership and direction in our Operational
sub-departments of Finance, People & Culture, and
Marketing.
- Develop and implement policies, procedures, and best practices
to optimize operational efficiency, maximize productivity, and
achieve business objectives.
- Establish key performance indicators (KPIs) and metrics to
measure and monitor operational performance and drive continuous
improvement initiatives.
Strategic Planning and Business Development:
- Partner with senior management to develop long-term strategic
plans and initiatives.
- Evaluate and structure potential mergers, acquisitions, and
partnerships to support business growth.
- Participate in the strategic recruitment of potential advisor
acquisitions, mergers, and/or tuck-ins.
- Provide financial analysis and due diligence support for
strategic initiatives.
Financial Management:
- Oversee financial planning, budgeting, and forecasting
processes to ensure sound financial management and alignment with
strategic objectives.
- Monitor financial performance against budget and targets,
analyze variances, and implement corrective actions as needed to
optimize profitability and efficiency.
- Collaborate with finance and accounting teams to maintain
financial controls, manage cash flow, and support investment
decision-making.
Leadership and Team Development:
- Build and develop a high-performance team by recruiting,
training, and retaining top talent, and fostering a culture of
collaboration, innovation, and accountability.
- Provide mentorship, guidance, and coaching to direct reports
and team members, empowering them to achieve their full potential
and contribute to organizational success.
- Lead by example, demonstrating ethical leadership,
professionalism, and a commitment to excellence in all aspects of
operations and decision-making.
- Other duties as assigned.
What we look for:
- Bachelor's degree in Business Administration, Finance, or a
related field; MBA or advanced degree preferred.
- Proven experience (10 years) in executive leadership roles
within the financial services industry, with a focus on Registered
Investment Advisors (RIAs) highly desirable.
- Extensive experience building & presenting complex financial
models across various lines of business.
- Strong understanding of financial markets, investment products,
and regulatory requirements governing RIAs, including SEC
regulations and fiduciary standards.
- Exceptional leadership abilities with a track record of driving
operational excellence, strategic planning, and organizational
transformation.
- Excellent communication skills, both verbal and written, with
the ability to influence and inspire stakeholders at all levels of
the organization.
- Strong analytical and problem-solving skills, with the ability
to think strategically, make data-driven decisions, and drive
results in a dynamic and competitive environment.
What's in it for you?
- Competitive compensation.
- Opportunity to contribute to a dynamic, fast-paced business
that is experiencing rapid growth.
- Open and supportive team-based environment.
- Full medical, dental, and vision benefits.
- Competitive Vacation Package.
- Free on-site gym access.
- Fully stocked kitchen - meals, snacks, and beverages.
Centura Wealth Advisory is an SEC Registered Investment Advisory
firm delivering innovative Investment and Wealth Management
services to affluent families, business owners, and Corporate
Executives. Our skilled professionals have been crafting
sophisticated financial solutions as a team since 2005.
At Centura Wealth Advisory, we are committed to creating a diverse
and inclusive environment where all employees feel valued and
respected. We are proud to be an Equal Opportunity Employer and we
welcome applicants from all backgrounds. We do not discriminate on
the basis of race, color, religion, sex, sexual orientation, gender
identity, national origin, age, disability, veteran status, or any
other legally protected status. Salary: $200k - $225k + bonus +
partnership.
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Keywords: Centura Wealth Advisory, San Diego , CHIEF OPERATIONS OFFICER, Executive , San Diego, California
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