Plancorp - Saint Louis, MO
posted 2 days ago
Full-time - Senior
Saint Louis, MO
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
Plancorp is searching for a chief operating officer (COO) to join our growing team in our St. Louis, MO headquarters. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values. We are open to candidates living in a surrounding state, willing to travel 25% to our HQ in St. Louis, MO.
Responsibilities
- Gathers input, builds consensus, and takes decisive action on issues that affect the firm as a whole
- Leads, coaches, and develops managers to ensure they are achieving desired outcomes
- Identifies areas for process enhancement and leads/monitors projects to implement changes
- Fosters a success-oriented, accountable environment within the firm
- Builds and maintains trusting relationships with key stakeholders
- Demonstrates a willingness to take on new tasks with a general attitude that no task is too small, impossible, or cannot be improved
- Leads collaboration between Technology and lines of business to continuously develop/improve technology systems that enhance operational efficiencies and ensure Plancorp can maintain exceptional service levels as the business continues to grow
- Enables the Investment and Portfolio Management functions to perform at a high level to support our employees' and clients' needs
- Collaborates with Marketing on a consistent external brand message and experience
- Works closely with CFO to plan capital expenditures and manage expenses to ensure that the firm achieves targets for growth and profitability
- Partners with the Talent function to hire and retain high performing employees
- Works autonomously while ensuring CEO's expectations are readily met or exceeded
- Provides timely, accurate and complete reports to the Board of Managers on the operating condition of the firm
- Plays a key role in the integration of acquired firms.
Requirements
- Five or more years of experience in leadership roles with project management responsibilities
- Demonstrated ability to diagnose problems quickly and foresee potential issues
- Understanding of advanced business planning and regulatory issues
- Solid grasp of data analysis and performance metrics
- Knowledge and application of accounting principles
- Experience in the assessment, development and implementation of technology solutions, preferably in financial services
- Excellent communication skills, steadfast resolve, and personal integrity
- M&A due diligence and integration experience is strongly preferred
- Bachelor's degree in business, accounting, finance, or a related field.
Benefits
- 12 paid holidays
- Comprehensive rewards package
- Daily catered lunch
- Free access to a workout facility
