Who We Are
Priano Solutions is a search firm committed to placing only the best talent in top Wealth Management firms. We specialize in connecting exceptional individuals with firms that offer significant growth opportunities, advanced resources, and potential for ownership or equity stakes.

What We’re Looking For
We are seeking experienced and visionary Chief Operating Officer’s (COO) interested in joining a growing RIA. This strategic leader will oversee and enhance our operational framework, driving efficiency and effectiveness across the firm they join. The ideal candidate will possess a strong background in operations management within a wealth management or financial services firm, with proven experience in executive leadership, strategic planning, and organizational development.

What You’ll Do

Operational Strategy and Leadership:
- Develop and execute the firm’s operational strategy in alignment with overall business objectives and long-term vision.
- Provide executive leadership to drive operational excellence, ensuring that all processes are efficient, compliant, and aligned with the firm’s goals.
- Lead the strategic planning process to enhance operational effectiveness and support firm growth and sustainability.
Executive Team Collaboration and Leadership:
- Collaborate closely with the CEO and other senior executives to shape and implement firm-wide strategies and initiatives.
- Lead, mentor, and develop senior operations staff, fostering a culture of accountability, collaboration, and professional growth.
- Represent the firm in executive-level meetings, industry events, and with key stakeholders.
Process Optimization and Innovation:
- Oversee the design and implementation of operational processes to drive efficiency, scalability, and continuous improvement.
- Identify opportunities for innovation and process enhancement, leveraging technology and best practices to achieve operational goals.
- Monitor and evaluate key performance indicators (KPIs) and operational metrics, taking corrective actions as necessary.
Client Service and Compliance Oversight:
- Ensure that operational processes support the delivery of exceptional client service and maintain the highest standards of regulatory compliance.
- Work with compliance and legal teams to ensure that all operational activities adhere to industry regulations and internal policies.
- Address and resolve any high-impact operational issues affecting client satisfaction and business performance.
Technology and Systems Leadership:
- Oversee the selection, implementation, and management of technology systems and tools to enhance operational capabilities.
- Drive technological innovation and integration to support operational efficiency and effectiveness.
- Manage relationships with technology vendors and ensure that systems are robust and up-to-date.
Financial and Resource Management:
- Develop and manage the operations budget, ensuring that resources are allocated effectively to support strategic priorities.
- Monitor financial performance and operational expenditures, optimizing resource utilization to achieve cost-efficiency.
- Prepare and present comprehensive reports on operational performance and financial metrics to the executive team and board of directors.
Strategic Planning and Execution:
- Lead the development and execution of strategic initiatives to support the firm’s growth and competitive positioning.
- Stay informed about industry trends and market dynamics to ensure the firm remains at the forefront of the industry.
- Drive key strategic projects and initiatives, aligning operational activities with long-term business objectives.

You Will Have

Extensive experience in executive operations management within a wealth management or financial services firm, ideally with experience in firms of similar size.
10+ years of experience in operations or related executive roles, with a strong track record of leadership and strategic impact.
Bachelor’s degree in Business Administration, Finance, or a related field. An MBA or relevant advanced degree is highly desirable.
Proven ability to lead and manage a diverse team of senior professionals, driving performance and professional development.
Strong analytical and problem-solving skills, with a focus on strategic planning and operational excellence.
Excellent communication and interpersonal skills, with the ability to influence and collaborate with all levels of the organization.
Deep understanding of financial planning, management systems, and regulatory compliance within the wealth management industry.

Bonus Points For These

Experience in leading technology and system transformations in a financial services setting.
Familiarity with advanced operational metrics and performance management frameworks.
Prior experience in a rapidly growing or entrepreneurial environment.
Professional certifications related to operations, project management, or financial services (e.g., PMP, Six Sigma).

Chief Operations Officer (COO), (Genera...