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Plancorp is searching for a chief operating officer (COO) to join our growing team in our St. Louis, MO headquarters. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values.
Who We Are:
Position overview:
We seek an individual who has strong leadership and project management skills to help us optimize the firm today, as well as integrate acquired firms in the future. They must have the ability to first collaborate, then give directional clarity across back-of-the house functions, ensuring our business runs smoothly. The ideal candidate has extensive experience within the financial services industry, preferably having worked their way up to a leadership role where they are familiar with various practices, policies, and procedures of our industry.
They must be able to hold both themselves and leaders who report to them accountable through clearly communicating expectations, being hands-on in managing projects, supporting the relationships and mechanisms through which work gets done, and having communication systems in place to ensure feedback loops happen and progress is made and reported to appropriate stakeholders.
Objectives of this role:
Responsibilities:
Like all roles at Plancorp, duties and special projects may vary, but in general, the COO…
What you bring:
Why Work With Us?
You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes health benefits, retirement plan and quarterly bonuses. People from underrepresented communities are encouraged to apply.
About our Core Values
At Plancorp, we have five Core Values that are behavioral standards for everything we do. We use these standards to assess candidates, as well as to rate employee performance:
We look forward to discussing our Core Values with you!
Full Time
Securities
$368k-613k (estimate)
04/07/2024
06/05/2024
plancorp.com
SAINT LOUIS, MO
50 - 100
1983
Private
CHRIS KERCKHOFF
$50M - $200M
Securities
Plancorp offers financial and retirement planning, exit strategy advisory and asset management services for individuals and businesses.
The job skills required for Chief Operating Officer include Leadership, Collaboration, Futures, Integrity, Communication Skills, Accounting, etc. Having related job skills and expertise will give you an advantage when applying to be a Chief Operating Officer. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Chief Operating Officer. Select any job title you are interested in and start to search job requirements.