Confidential
Chief Operating Officer (COO), Marcus, Wealth Management, Asset & Wealth Managem
Confidential, Richardson, Texas, United States, 75080
Chief Operating Officer (COO), Marcus, Wealth Management, Asset & Wealth Management
About the Company
Prominent global investment bank
Industry Financial Services
Type Public Company
Founded 1869
Employees 10,001+
Categories
Finance Financial Services Security Banking Asset Management Investment Banking Investment Management Consulting & Professional Services B2B Brokerage Business Children Currencies Economics Entrepreneurship Feminism Financial Analysis Human Rights Investing Investment Bank Organizational Culture Small Business Startups Women In Business Marketplace Women in Business Venture Capital Fortune Magazine MBA Programs Securities
Specialties
Conflict Resolution
Business Classifications
B2B
About the Role
The Company is seeking a Chief Operating Officer for its direct-to-consumer business. The successful candidate will be a key leader in driving strategic growth and operational excellence, with a focus on shaping the future of the business. This role requires a strategic partnership with senior management, leading cross-functional initiatives, and managing talent and resources to ensure alignment with business objectives. The COO will also be responsible for monitoring and tracking KPIs, enhancing brand visibility, and leading internal and external communication strategies.
Candidates for the COO position should have a Bachelor's degree in business administration, finance, or a related field, with an MBA or advanced degree preferred. A proven track record in a senior leadership COO or Chief of Staff role within the financial services industry, particularly in wealth management, is essential. The role demands a strong understanding of banking and deposit operations, compliance, risk management, and regulatory requirements. The ideal candidate will be a strategic thinker, possess exceptional communication and leadership skills, and have an analytical mindset with a commitment to integrity and professionalism. The ability to build and motivate high-performing teams, as well as a passion for delivering superior client experiences, is also required.
Hiring Manager Title head of the business
Travel Percent Less than 10%
Functions
Finance
About the Company
Prominent global investment bank
Industry Financial Services
Type Public Company
Founded 1869
Employees 10,001+
Categories
Finance Financial Services Security Banking Asset Management Investment Banking Investment Management Consulting & Professional Services B2B Brokerage Business Children Currencies Economics Entrepreneurship Feminism Financial Analysis Human Rights Investing Investment Bank Organizational Culture Small Business Startups Women In Business Marketplace Women in Business Venture Capital Fortune Magazine MBA Programs Securities
Specialties
Conflict Resolution
Business Classifications
B2B
About the Role
The Company is seeking a Chief Operating Officer for its direct-to-consumer business. The successful candidate will be a key leader in driving strategic growth and operational excellence, with a focus on shaping the future of the business. This role requires a strategic partnership with senior management, leading cross-functional initiatives, and managing talent and resources to ensure alignment with business objectives. The COO will also be responsible for monitoring and tracking KPIs, enhancing brand visibility, and leading internal and external communication strategies.
Candidates for the COO position should have a Bachelor's degree in business administration, finance, or a related field, with an MBA or advanced degree preferred. A proven track record in a senior leadership COO or Chief of Staff role within the financial services industry, particularly in wealth management, is essential. The role demands a strong understanding of banking and deposit operations, compliance, risk management, and regulatory requirements. The ideal candidate will be a strategic thinker, possess exceptional communication and leadership skills, and have an analytical mindset with a commitment to integrity and professionalism. The ability to build and motivate high-performing teams, as well as a passion for delivering superior client experiences, is also required.
Hiring Manager Title head of the business
Travel Percent Less than 10%
Functions
Finance