Global Recruiters of Mid-Cities (GRN) provided pay range
This range is provided by Global Recruiters of Mid-Cities (GRN). Your actual pay will be based on your skills and experience โ talk with your recruiter to learn more.
Base pay range
$175,000.00/yr - $250,000.00/yr
Additional compensation types
- Annual Bonus
- Direct message the job poster from Global Recruiters of Mid-Cities (GRN)
President @ GRN | Executive Recruitment, Financial Services
We are in search for a President of a fastโgrowing Wealth Management firm located in South Boston (Hingham). The role is inโoffice, five days per week โ no relocation budget.
This role is being created so the Founder/CEO can stop running the day to day operations of the firm and work more on business development and creating the strategic vision for how to grow the firm for the future. To give you a sense of scale, they gross about $12 million in annual revenue, which is up 7ร in recent years.
Job Duties:
- Identify quarterly goals and drive towards implementation across all teams
- Harness the founderโs visionary ideas and create timelines
- Receive, manage and prioritize projects and initiatives from founder
- Implement changes to strategic direction of the firm
- Create and communicate the organizationโs vision, mission, and overall direction
- Create and execute expansion plan of business when relevant
Employee/Team Development
- Alignment of team towards quarterly goals
- Employee quarterly checkโins/coaching
- Leadership mentoring for department leads
- New employee recruiting, onboarding, training and career development
- Coโcreate with founder a recruiting and training platform for advisors
- Host weekly team and department meetings
- Create and manage employee incentive plans
Reporting & Results
- Collaborate with marketing division to drive results and review ROI reporting
- Investment philosophy allocation development and monitoring with sales team
- Oversight of key department KPIs including sales, marketing, client relations, operations and identify trends
DayโtoโDay
- Coordinate with Marketing Director on dayโtoโday operations of the firm including appointments, calendars and client experience
- Ensure practice is prepared and ready for the coming week
- Assess and ensure implementation of new technology
- Create and manage processes for continuity and scalability (i.e. Trainual)
- Manage CRM and quality control data tracking and workflows
- Oversight of client relations and service (new business and service)
- Assist with client retention strategies
- Work closely with vendors and partners
- Assist with compliance requests and submissions
- Experience working in an unstructured environment with dynamic entrepreneur
- Strong leadership and coaching skills with the ability to effectively communicate and collaborate with diverse personalities
- Previously led or ran teams for independent financial firm
- Excellent problemโsolving skills with the ability to identify and implement solutions to complex challenges
- Strong interpersonal and communication skills with the ability to effectively facilitate meetings and workshops
- Resultsโoriented, with a strong track record of successfully implementing and integrating strategic plans
- High language and mathematical skills, as well as high reasoning ability
- 5 Years Prior experience working in wealth management industry
- Project Management Software as applicable
- Knowledge in CRM systems and how to build processes
Seniority level
Employment type
Job function
- Management and Strategy/Planning
Industries
- Investment Management and Capital Markets
Benefits
- Medical insurance
- Vision insurance
- 401(k)
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