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Lions Roar : May 2007
Abacus Wealth Partners is looking for a Chief Operating Officer who has at least five years experience operating and growing a successful independent investment management firm. The successful candidate will have run a profitable firm with between 15-50 total employees and $5,000,000 - $50,000,000 in revenues. The position can be based in either our Philadelphia or Los Angeles office, with some travel required. Responsibilities Include: • Day-to-day operational management of firm • Responsibility for policies, procedures and compliance • Quality control on portfolios, financial planning and marketing • Human resources: assessing the growth needs of the firm • Overseeing the technological systems • Shared review of financial reports with P&L accountability for all operational items • Ombudsman to handle all client and employee complaints and set firm policies. Qualified candidates should submit a letter, resume, and salary requirements to: