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Job Information
Robert Half Chief Operating Officer in Saratoga Springs, New York
Description
Mid to large wealth management firm in the Saratoga Springs area is seeking a Chief Operating Officer to lead a large team and direct operations of the division. Responsibilities include: oversee a team of wealth managers and help direct financial planning and wealth management operations; maximize operational efficiencies throughout the organization; maintain the highest levels of customer service for clients; develop staff; seek out business development opportunities; serve as a member of executive management. Relocation assistance is available for candidates with ties to the area.
Requirements
Qualified candidates will have a BA in Business or a related field and 10+ years of experience in the wealth management field at the Director, VP, Managing Director or similar level. Candidates should have experience managing and running a mid to large team and directing operations of a financial planning division. For confidential consideration or more information contact Jordon Heffler.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .