Chief Operating Officer leads the planning and development of an organization's operational objectives and initiatives. Develops strategies and oversees the execution of plans to attain short- and long-term financial and mission-critical operational goals. Being a Chief Operating Officer directs the development of the organization's functional capacity that will produce sustainable growth and minimize risk. Develops operating budgets. Additionally, Chief Operating Officer establishes effective operational policies and procedures. Typically requires a master's degree. Typically reports to Chief Executive Officer (CEO). Responsible for the development of functional or business unit strategy for the entire organization. Defines corporate vision and strategy establishes company direction and focus. Executes multiple high impact initiatives to achieve overall corporate goals. (Copyright 2024 Salary.com)
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.
Who We Are:
Position overview:
We seek an individual who has strong leadership and project management skills to help us optimize the firm today, as well as integrate acquired firms in the future. They must have the ability to first collaborate, then give directional clarity across back-of-the house functions, ensuring our business runs smoothly. The ideal candidate has extensive experience within the financial services industry, preferably having worked their way up to a leadership role where they are familiar with various practices, policies, and procedures of our industry.
They must be able to hold both themselves and leaders who report to them accountable through clearly communicating expectations, being hands-on in managing projects, supporting the relationships and mechanisms through which work gets done, and having communication systems in place to ensure feedback loops happen and progress is made and reported to appropriate stakeholders.
Objectives of this role:
Responsibilities:
Like all roles at Plancorp, duties and special projects may vary, but in general, the COO…
What you bring:
Why Work With Us?
You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes health benefits, retirement plan and quarterly bonuses. People from underrepresented communities are encouraged to apply.
About our Core Values
At Plancorp, we have five Core Values that are behavioral standards for everything we do. We use these standards to assess candidates, as well as to rate employee performance:
We look forward to discussing our Core Values with you!