We are looking for an experienced Chief Operating Officer or COO to oversee our organization's ongoing operations and procedures.
Faithfully executes the Kairos Wealth Partners business plan, achieving or exceeding planned P&L objectives.
Leads, manages, and holds the leadership team accountable for achieving agreed-upon commitments.
Integrates all major operating functions of the business. Ensures everyone is rowing together in the same direction. Models the way, always working toward the greater good of the business.
Resolves issues effectively - seeing real problems, being comfortable with conflict, calling out the problems, and solving the problems in a practical and healthy manner. Ensures the leadership team is healthy, functional, and cohesive.
Ensures that everyone is truly following and adhering to Kairos' core processes and operating system with consistency. Demonstrates effective project management skills.
Dependably demonstrates a relentless obsession with values alignment, focus, simplicity, and clarity.
Effectively collaborates with the CEO and stays on the same page. Maintains a high level of mutual respect with the CEO. Realizes the unique contributions and ideas that the CEO has and possesses an ability to filter and translate those ideas into functional plans for Kairos.
Confirms that all key messages are properly and consistently cascaded across the organization. Inherently ensures that everyone is in the know. Verifies that a high level of effective communication exists throughout the organization.
Required Knowledge, Skills, Abilities:
Effective and consistent communication with advisors, operations staff and management
Strong level of interpersonal skills
Must be able to multi-task in a fast-paced environment
Positive attitude and sincere willingness to constantly learn and grow
Actively contribute to the process efficiency goals with new ideas
Ability to gather and analyze data to recommend future process improvements
Ability to support and provide guidance for compliance on Ameriprise policies
Proficiency with MS Office Suite of program and ability to learn Ameriprise applications
College degree or higher
Series 7 & 66 preferred
2-4 years professional office experience preferred
About Our Company
With the right company, life can Be Brilliant??. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant?? together.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
About Our Company
We believe that wise, values-based decision-making is the cornerstone of a rich and fulfilling life. Our mission is to help people live that life, free from financial worries and empowered to live their dreams. For over 30 years we have helped our clients gain clarity in their money life and translate that clarity into an actionable, comprehensive financial plan to live the life they've imagined. It begins with a conversation about the things that matter most to you.
We have a dynamic & compelling value proposition for the right clients, based on trust and excellence. Our client-centered business systems lead to frictionless execution that causes clients to feel that "these people get it" ...which leads to a regular stream of referrals. Each team member knows how they make a difference in our clients' lives. This creates a magnetic, meaningful environment for our current and future team members to grow and flourish.