President, Management

Global Recruiters of Mid-Cities (GRN) provided pay range

This range is provided by Global Recruiters of Mid-Cities (GRN). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

• Annual Bonus
• Direct message the job poster from Global Recruiters of Mid-Cities (GRN)

We are in search for a President of a fast‑growing Wealth Management firm located in South Boston (Hingham). The role is in‑office, five days per week – no relocation budget.

This role is being created so the Founder/CEO can stop running the day to day operations of the firm and work more on business development and creating the strategic vision for how to grow the firm for the future. To give you a sense of scale, they gross about $12 million in annual revenue, which is up 7× in recent years.

Job Duties:

• Identify quarterly goals and drive towards implementation across all teams
• Harness the founder’s visionary ideas and create timelines
• Receive, manage and prioritize projects and initiatives from founder
• Implement changes to strategic direction of the firm
• Create and communicate the organization’s vision, mission, and overall direction
• Create and execute expansion plan of business when relevant

• Alignment of team towards quarterly goals
• Employee quarterly check‑ins/coaching
• Leadership mentoring for department leads
• New employee recruiting, onboarding, training and career development
• Co‑create with founder a recruiting and training platform for advisors
• Host weekly team and department meetings
• Create and manage employee incentive plans

• Collaborate with marketing division to drive results and review ROI reporting
• Investment philosophy allocation development and monitoring with sales team
• Oversight of key department KPIs including sales, marketing, client relations, operations and identify trends

• Coordinate with Marketing Director on day‑to‑day operations of the firm including appointments, calendars and client experience
• Ensure practice is prepared and ready for the coming week
• Assess and ensure implementation of new technology
• Create and manage processes for continuity and scalability (i.e. Trainual)
• Manage CRM and quality control data tracking and workflows
• Oversight of client relations and service (new business and service)
• Assist with client retention strategies
• Work closely with vendors and partners
• Assist with compliance requests and submissions
• Experience working in an unstructured environment with dynamic entrepreneur
• Strong leadership and coaching skills with the ability to effectively communicate and collaborate with diverse personalities
• Previously led or ran teams for independent financial firm
• Excellent problem‑solving skills with the ability to identify and implement solutions to complex challenges
• Strong interpersonal and communication skills with the ability to effectively facilitate meetings and workshops
• Results‑oriented, with a strong track record of successfully implementing and integrating strategic plans
• High language and mathematical skills, as well as high reasoning ability
• 5 Years Prior experience working in wealth management industry
• Project Management Software as applicable
• Knowledge in CRM systems and how to build processes

• Executive

• Full‑time

• Management and Strategy/Planning

• Investment Management and Capital Markets

• Medical insurance
• Vision insurance
• 401(k)