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Chief Operating Officer (COO), Marcus, Wealth Management, Asset & Wealth Management
Richardson, TXMarch 30th, 2026
Chief Operating Officer (COO), Marcus, Wealth Management, Asset & Wealth ManagementAbout the CompanyProminent global investment bankIndustryFinancial ServicesTypePublic CompanyFounded1869Employees10,001+CategoriesFinanceFinancial ServicesSecurityBankingAsset ManagementInvestment BankingInvestment ManagementConsulting & Professional ServicesB2BBrokerageBusinessChildrenCurrenciesEconomicsEntrepreneurshipFeminismFinancial AnalysisHuman RightsInvestingInvestment BankOrganizational CultureSmall BusinessStartupsWomen In BusinessMarketplaceWomen in BusinessVenture CapitalFortune MagazineMBA ProgramsSecuritiesSpecialtiesConflict ResolutionBusiness ClassificationsB2BAbout the RoleThe Company is seeking a Chief Operating Officer for its direct-to-consumer business. The successful candidate will be a key leader in driving strategic growth and operational excellence, with a focus on shaping the future of the business. This role requires a strategic partnership with senior management, leading cross-functional initiatives, and managing talent and resources to ensure alignment with business objectives. The COO will also be responsible for monitoring and tracking KPIs, enhancing brand visibility, and leading internal and external communication strategies. Candidates for the COO position should have a Bachelor's degree in business administration, finance, or a related field, with an MBA or advanced degree preferred. A proven track record in a senior leadership COO or Chief of Staff role within the financial services industry, particularly in wealth management, is essential. The role demands a strong understanding of banking and deposit operations, compliance, risk management, and regulatory requirements. The ideal candidate will be a strategic thinker, possess exceptional communication and leadership skills, and have an analytical mindset with a commitment to integrity and professionalism. The ability to build and motivate high-performing teams, as well as a passion for delivering superior client experiences, is also required.Hiring Manager Titlehead of the businessTravel PercentLess than 10%FunctionsFinance
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