President

Jobot

Washington, DC

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JOB DETAILS

SALARY

$200,000–$250,000 Per Year

SKILLS

Business Development, Business Growth, Fiduciary, Financial Management, Legal, Mergers and Acquisitions, Process Management, Rich Internet Application (RIA), Sales Support, Startup

LOCATION

Washington, DC

POSTED

Today

looking for a strong Operator that is an industry disruptor in the independent advisory space

This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $200,000 - $250,000 per year

A bit about us:

We are an independent advisory firm designed to empower firms and advisors with flexibility, technology, and resources to grow and scale. We are a disruptor in the industry targeting UHNW clients, emphasizing open architecture, partnership equity, and lean corporate structure.

Why join us?

We are not your traditional PE guys who are pooling our funds together and buying RIAs. Instead we have lived experiences of being on the front lines as financial advisors and are a bunch of operators who are on a mission to build a firm that has a owner advisor mindset. We are in late stage startup mode and growing quickly. You will be an integral part in taking us from $1B in AUM to $3B AUM fairly quickly.

Job Details

You will partner with their head of sales and support the business development, acquisition and operations of the business. You will manage internal process for expanding from 5 to 40 advisors including develop culture, recruiting, operations, and financial oversight. You will run, build, develop and mind the execution details. Top to bottom attention to execution - and drive growth to compliment business development skillset.

You will be working with board of the directors to support their requisite skills vs. dictate. This is an execution job not a strategy job. Collaborate and lead the advisors - accountable that advisors are following compliance policy and acting as a fiduciary as well as navigating the challenging conversations with advisors.

You are someone who is not afraid to roll up your sleeves and get your hands dirty. This is a high growth, startup environment and the team is looking for someone who believes in the mission and sees the long term wealth creation opportunity.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

_{Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy}

About the Company

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE

100 to 499 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2018

WEBSITE

http://www.jobot.com

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