Centura Wealth Advisory - San Diego, CA
posted 3 months ago
Centura Wealth Advisory, a dynamic registered investment advisory (RIA) firm, is seeking an experienced professional to join our Executive Leadership team as the Chief Financial / Operations / Compliance Officer. This role is pivotal in shaping the financial future of the company and fostering an unmatched culture within the organization. As the Chief Financial / Operations / Compliance Officer, you will be at the core of our internal operations, significantly impacting various functions across the firm. In this position, you will provide strategic leadership and direction across our operational sub-departments, including Finance, People & Culture, and Marketing. Your responsibilities will include developing and implementing policies, procedures, and best practices aimed at optimizing operational efficiency and maximizing productivity. You will establish key performance indicators (KPIs) and metrics to measure and monitor operational performance, driving continuous improvement initiatives throughout the organization. You will partner with senior management to develop long-term strategic plans and initiatives, evaluate potential mergers and acquisitions, and participate in the strategic recruitment of potential advisor acquisitions. Your role will also involve overseeing financial planning, budgeting, and forecasting processes to ensure sound financial management aligned with our strategic objectives. You will monitor financial performance against budgets and targets, analyze variances, and implement corrective actions as necessary to optimize profitability and efficiency. As a leader, you will build and develop a high-performance team by recruiting, training, and retaining top talent while fostering a culture of collaboration, innovation, and accountability. You will provide mentorship and guidance to your direct reports, empowering them to achieve their full potential and contribute to the organization's success. Your leadership will exemplify ethical standards, professionalism, and a commitment to excellence in all operational aspects and decision-making.