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Chief Operating Officer

Company: Nachman Norwood & Parrott
Location: Norwood
Posted on: January 15, 2021

Job Description:

This is a summary outline of the responsibilities initially required of the Chief Operating Officer of Nachman Norwood & Parrott Wealth Management Consultancy. This description may be modified as necessary or appropriate. Summary of Essential Duties The Chief Operating Officer leads and manages the Firm's business functions critical to its success and has primary responsibility to ensure the smooth day-to-day operations of the firm. This team member will be charged with supporting the firm's strategic initiatives and other firm wide projects while building a cohesive and healthy team environment.

  • Minimum of three years of experience in the financial service industry.
  • Minimum of five (5) years' experience leading, planning, and managing in a client-oriented setting
  • Experience leading and developing a team of professionals to consistently meet priorities and goals
  • Experienced and knowledgeable in Human Resources
  • Advanced with computer systems and software (knowledge of industry software a plus)
  • Advanced Microsoft Office proficiency
  • Strong organizational management skills
  • Possess outstanding communication skills
  • Excellent written and verbal communication skills
  • Strong team building abilities
  • Team player, collaborative, able to work with others
  • Desire and ability to work successfully in a small company environment
  • Professional appearance and demeanor
  • Well-developed interpersonal skills
  • A strong desire to succeed! Responsibilities
    • Govern operational development; responsible for implementing firm wide initiatives with support from team resources.
    • With Executive Team, determine the overall organizational structure, organizational chart, defining positions, roles and responsibilities and providing job descriptions and structure.
    • Oversee Strategic Planning Initiatives
    • Oversee personnel systems related to hiring, retention, compensation, performance review and employee management. Ensure team members are operating in their highest capacity and every relationship and team member has a backup.
    • Institutionalize business practices and procedures to improve efficiency and productivity, with focus on scalability and process driven business model.
    • Review and oversee client process, checklists and materials; establishing core systems relative to key business functions.
    • Coordinate with Executive Team to review and oversee technology systems, strategies and develop solutions as needed.
    • Review client service model and ensure best practices are implemented firm wide.
    • Oversee and manage various internal committees to achieve defined goals and objectives.
    • Impeccable ability to maintain confidentiality and integrity
    • Serve clients with the highest professionalism, and maintain a strong commitment to provide quality service
    • Prompt and effective follow-up; deadline focused
    • Energetic, eager to learn, willing to cooperate
    • Self-motivated with ability to work both independently and also under direction to create a positive experience for clients, team members, strategic partners and vendors
    • Be a model of hard work, timeliness, positive attitude, support of team and support of the firm's values and mission
    • Able to manage and get along with diverse personalities
    • Exceptional organizational skills; ability to multi-task in a dynamic environment
    • Comfort with being a "team player" and doing whatever is needed, big or small
    • Must seek training and keep up-to-date on the latest office programs, procedures, and technology to maintain the highest level of competency within the workplace
    • Ability to handle a high volume of tasks with attention to detail and a high degree of accuracy
    • Ability to identify and offer solutions for improvement across the team
    • Is an example to others by effectively following all firm standards, practices and procedures Additional Comments Nothing in this job description restricts management's right to modify, assign or reassign duties and responsibilities to this job at any time. Check out our latest newsletter for industry trends, helpful articles and updates from the team at Nachman Norwood & Parrott. This website, http://nnpwealth.com (this "Website"), is owned and operated by Nachman Norwood & Parrott, Inc. ("Nachman Norwood & Parrott"). Nachman Norwood & Parrott offers investment advisory services and is registered with the U.S. Securities and Exchange Commission ("SEC"). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Nachman Norwood & Parrott as of the date hereof, which are subject to change without notice at any time. Nachman Norwood & Parrott does not represent that any opinion or projection will be realized. Neither Nachman Norwood & Parrott nor any of its advisers, officers, directors or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.
      Website by Crawford Strategy

Keywords: Nachman Norwood & Parrott, Boston , Chief Operating Officer, Executive , Norwood, Massachusetts

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