Chief Operating Officer (local candidates only)

About our Client:

Stepp & Rothwell, Inc. is a boutique fee-only financial planning and investment advisory firm dedicated to providing personalized financial strategies to high-net-worth individuals and families. Headquartered in the Kansas City area, their team of financial professionals provides unbiased, results-oriented advice on issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. They develop client-specific strategies that encompass them all, concurrently.

The selected COO will manage four administrative professionals and liaise with 25 client managers and ownership. This is a general office administration position that requires leadership, ability to work independently and lead/manage a small administrative team.

The Chief Operating Officer (COO) will join their executive team to drive operational excellence while allowing the principals to focus on their high value contribution to the firm – helping their clients be successful!

Job Summary

The Chief Operating Officer (COO) will be responsible for overseeing the firm's day-to-day operations, ensuring efficiency and effectiveness across all departments to include both people and processes. The COO will work closely with the Owners and other senior staff to develop and implement strategies that enhance client satisfaction, improve operational performance, and support the firm's growth objectives.

Key Responsibilities Include:

Operational Leadership

Strategic Planning

Process Improvement

Compliance and Risk Management

Team Management:

Client Service

Financial Management

Technology Integration

Performance Metrics

Partnership Development

Key Qualifications

Education: Bachelor’s degree in Business Administration, Finance, or a related field; MBA or advanced degree preferred.

Experience: Minimum of 10 years of experience in operations management within a professional service firm with at least 5 years in a senior leadership role.

Skills Required:

1. Strong leadership and managerial skills with the ability to inspire and motivate teams.
2. Must be exceptionally organized and bring consistency to the organization.
3. Excellent strategic thinking and problem-solving abilities.
4. An understanding of the wealth management industry and regulatory environment would be helpful but not required.
5. Exceptional communication and interpersonal skills.
6. Proficiency in financial management and budgeting.
7. Ability to manage multiple priorities in a fast-paced environment.
8. Technologically savvy with experience in leveraging technology for operational improvements.

Personal Attributes:

Integrity: High ethical standards and a commitment to transparency and accountability.

Detail-Oriented: Meticulous attention to detail with a focus on accuracy and quality.

Client-Centric: Passionate about delivering exceptional service and building long-term client relationships.

Collaborative: A team player who works well with others and values diverse perspectives.

Innovative: Open to new ideas and approaches, with the willingness and assertiveness to drive change when needed.

Positive; Accountable; Approachable

Benefits

- Competitive salary and performance-based bonuses.

- Comprehensive health, dental, and vision insurance.

- Retirement savings plan with employer match.

- Professional development opportunities.

- A supportive and inclusive work environment.

If you are ready to take on a high-impact position with an outstanding firm, we want to hear from you.