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Chief Operations Officer - Wealth Management HEMPHILL EXCLUSIVE
Hemphill has been retained to help a highly successful wealth management firm with an excellent reputation add a key member to their leadership team. This firm has achieved impressive year over year growth, doubling in size over the last five years. A key to their success is tied to clients who have enjoyed excellent returns and exceptional service.
Based upon their growth, strategic hires have increased the size of the team. The decision to add a Chief Operations Officer will allow the CEO and Chief Investment Officer to concentrate on clients, and the investment strategies and decisions that are critical to the success of the firm. The addition of a COO will make a big impact while preparing the firm for the next step in their development and growth!
In this position, you will report to the CEO while taking ownership for operations, administration, client service and support, systems, processes, technology, marketing, accounting, budgeting, forecasting, performance analysis, billing, payroll, facilities, vendor management, compliance, and human resources. In addition, you will partner with the CEO and Directors while focused on strategy, short and long-term planning, and evaluating new business opportunities & acquisitions. This is a very attractive position for an excellent leader with strength and passion for hiring, training, and developing a team while improving efficiencies, systems, processes, and leveraging new technology. You will also have an opportunity to shape, cultivate, and further develop a culture where all are focused on learning and developing, and bringing out the best in each member, while all are striving toward unified goals and objectives.
This is your opportunity to make a big impact while improving systems, processes, efficiencies, technology, and teamwork so the firm is well positioned to double once again in the next four to five years!
To learn more about this opportunity on a confidential basis call Dave Ruppelt at 402.334.4800 *215 or send an e-mail to druppelt@hemphillsearch.com to learn more. Job # 9435DR
The Right Match - The First Time
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Contact Information
Dave Ruppelt
(402) 334-4800 ext 215
Dave has more than 15 years of success in recruiting & selection, and more than a decade of leadership within accounting and financial recruiting. A key factor in Dave’s success is his passion to build long-standing relationships while gaining an in-depth understanding of an individual’s strengths, interests, career goals, and the type of company, culture, and work that inspires an individual to do their best. Dave takes pride in his work, and knows that helping an individual step into a position where they are focused on their strengths, while having the opportunity to grow professionally, are key factors in identifying the right match. “It is incredibly rewarding to know that we have helped make a real difference in the life of an individual when we place them into a company where they are well positioned for success, happiness, and career growth.”
Dave understands that the biggest factor contributing to the success of a leader is their ability to identify, hire, develop, and retain high quality employees who work well as a team. Dave is passionate about building relationships with talented individuals and thoughtful while selecting individuals who will be successful and happy in their new position long-term. It is all about finding the right match, so Dave pushes himself to make sure we are placing an individual into a position where they will thrive, exceed expectations, enjoy their new team, and feel a sense of accomplishment while making a real difference in the success of the company.
Dave grew up in Glendale, Arizona where he had a lot of fun and success as a competitive long-distance swimmer. He earned his Bachelor’s Degree from DeVry University in Phoenix, then entered the recruiting industry where he thrived. Dave moved to Fort Collins, Colorado where he led the Accounting & Finance division of a large recruiting firm for more than ten years. Dave relocated to Nebraska to be near his wife Melissa’s family and is proud to be deeply rooted in Nebraska and a Cornhusker fan! Dave is a family man who also loves the outdoors, so you might find him hunting, fishing, camping or working with Melissa and their three sons on their small farm.
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