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Chief Operating Officer

Company: David Vaughan Investments
Location: Peoria
Posted on: December 3, 2019

Job Description:

Reporting directly to the President & CEO, the Chief Operating Officer (COO) has primary responsibility for administering all aspects of the operations of DVI's business, focusing on establishing and executing systems to execute the Firm's strategic plans. The Chief Operating Officer will develop concrete goals and systems to track progress toward those goals, coach team members in achieving their goals, and will serve as a thought partner with the President and other Senior Management Team members around operational efficiencies, business results and business opportunities. - -Unique to this role and in keeping with DVI's client centric focus, it is the expectation that the COO would maintain a select amount of client relationship management responsibility. -It is DVI's belief that the COO's effectiveness will be enhanced through ongoing engagement with clients and the real-life application of the processes and resources that support the DVI client experience. - - - - -ResponsibilitiesOversight and responsibility for all operations, process and procedures and infrastructure that supports the successful ability to for DVI to provide investment advisory services on a day-to-day basis. Develop and implement procedures and controls to promote communication and adequate information flow within the company Assist in the development and monitoring of performance metrics that assess program efficiencies, and the implementation of improvements Work with both the President and CFO in the preparation, review and presentation of the budget for approval by the DVI Board of Director(s).Manage the strategic planning process, both plan development and execution -Initiate, participate and prepare for new and/or existing client meetings. -Proactively communicate with clients, DVI investment professionals and outside resources as appropriate to maintain and enhance client relationshipsQualifications10 - 15 years' of management experienceMaster's degree in Business Administration or equivalentSeries 65, CFA or CFPClient relationship management experience required. -Financial Service/Independent Wealth Management Industry experience strongly preferred. - -Eceptional leadership and organizational skillsStrong budgeting, financial forecasting and anakysis skills required

Keywords: David Vaughan Investments, Peoria , Chief Operating Officer, Executive , Peoria, Illinois

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