Chief Administrative Officer, US Wealth Management
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About The Position
We are looking for a Chief Administrative Officer (CAO) for our US Wealth Management business to oversee all field organization operations, financial advisor support staff, and financial advisor development and recruiting. The CAO will work closely with field leaders to drive the KPI's of the business, including, but not limited to organic and inorganic advisor growth, profitability margins, and expense management across all markets and branches. You will partner with senior management on implementing strategic initiatives that span across product innovation and adoption, while maintaining compliance with regulatory requirements. You will play a key role in executing the Head of US Wealth Management's vision, bridging long-term goals with day-to-day operations and enhancing decision-making and organizational performance.
