FOLIOfn, Inc.

Chief Operating Officer

US-VA-McLean
4 days ago(12/11/2017 1:12 PM)
Job ID
2017-1036
# of Openings
1
Category
Information Technology

Overview

Reporting to the Chief Executive Officer, the Chief Operating Officer (COO) will have overall responsibility for managing the day to day business operations of the firm and its multiple operating subsidiaries. Through a constructive and energetic style, guided by the strategic objectives of the Firm as articulated by and operating under the direction of the Chief Executive Officer, the COO will provide the leadership and management necessary to ensure that each business line at the Firm executes on its potential and consistent with overall Firm objectives.

 

The COO will be responsible for establishing operations controls, administrative and reporting procedures, the hiring of people, the deployment of systems to effectively grow the organization and ensure operational efficiency and all other duties normally the responsibility of a Chief Operating Officer. The COO will have various members of the executive team reporting directly to him/her and, in partnership with the CEO, be the internal “face” of FOLIOfn, Inc.

 

The Chief Operating Officer will be expected to understand and anticipate the needs of a growing and sophisticated firm that is a marriage of financial technology and brokerage, advisory and investment services with unique capabilities and innovative and creative offerings to investors and those who serve them such as broker-dealers, advisors and investment banks. The Chief Operating Officer will be responsible for the efficient implementation of the Firm’s strategy and multiple new product and service initiatives and, generally, as the primary objective, accelerate the growth of the Firm’s revenues and earnings. Additionally, priorities include ensuring compliance with the requirements of a variety of regulatory agencies, controlling operational risks (such as cybersecurity) and maintaining customer relations.

Responsibilities

  • Day to day management and coordination, in consultation with the CEO, of the sales, marketing, brokerage and advisor operations, client services, IT/development, finance, project management, compliance and legal departments, conference services, and other functions comprising the Firm and its subsidiaries
  • Oversee the project management and execution processes that impact the Firm’s operations and offerings
  • Provide significant added value to marketing, sales and business development to accelerate rapidly revenues and earnings
  • Participate in the planning and prioritization of the Firm’s business, and coordinate initiatives with Project Management and IT/Development to ensure successful project implementation
  • Effectively communicate the goals and objectives of the CEO and the Board to others in management and to employees generally
  • Establish and manage strong relationships with critical outsourced partners
  • Work with operations, IT development, product and project management and client services, among others, to balance the needs of all clients and prospects including direct retail and intermediary institutional clients, including improving efficiency of businesses to accommodate current and new initiatives
  • Lead, coach, supervise and develop staff as required; utilize outside resources as appropriate
  • Establish credibility throughout the organization and set the example as a proactive manager who earns respect by demonstrating a sound understanding of business goals and objectives
  • Stay abreast of ‘best practices’ in comparable firms
  • Oversee and manage business continuity and disaster recovery processes
  • Generally, oversee the day-to-day operations of all core business units

Qualifications

  • Minimum of fifteen years of experience reflecting progressive growth in operational, marketing, administrative and/or systems functions in the financial services industry, ideally in a self-clearing broker/dealer firm
  • BA/BS required and an MBA is preferred
  • Solid academic credentials and a track record of steady promotion in respected financial services and/or technology companies 
  • Strong background in marketing, sales and business development
  • Strong financial, operational, marketing, administrative and technical skills combined with the personality and desire to learn
  • Excellence in organizational management with the ability to hire, coach, develop, and retain a strong team
  • Strong attention to detail and an interest in doing things right
  • Ability to develop relationships with internal and external stakeholders as well as customers, and work with all levels within the organization
  • Proven ability to influence cross-functional teams
  • Strong problem-solving, verbal and written communication, planning, organizational and presentation skills

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed