COO / Wealth Management Platform

We are a leading wealth management platform for independent registered investment advisors (RIAs)

Strong company culture
Premium health, dental, and vision
Base + Incentive Bonus + Equity
Onsite in St. Petersburg, Florida

We are seeking a COO to run our operations and the business (revenue, expenses, P&L, operations, compliance, strategy). Manage teams and have a proven track record of success especially on the process side. Previous experience within financial services and specifically within Wealth Management (RIA) is a huge plus.