President

President - Mt Washington, MD

Our client is a boutique RIA and investment manager with a clear purpose to scale their operations. The firm is long running, lean and growing. The President will be the senior operating and business partner to the Board, Investors and CIO. You will turn broad business goals into clear priorities, owners and results, so the investment team can stay focused on investing. This is a true leadership seat, not an advisory one.

This is an Operator - You will lead the firm's non-investment functions, own finance, develop a talented team, and drive strong, sustainable profitability as the firm grows.

Lead the business and drive growth

• Lead all non-investment functions: finance, operations, compliance and risk, fund administration, technology and data, HR, client service, distribution and marketing.
• Turn strategy into plans, milestones, owners and measures of success, and drive initiatives to completion.
• Build growth plans that never compromise investment judgment or current investors' returns.

Build and develop the team

• Lead 6-7 direct reports, including senior leaders such as the COO and CCO.
• Assess the team, set clear roles and decision rights, and address gaps promptly.
• Coach and develop employees, with particular focus on junior staff.

Own finance

• Oversee accounting, budgeting, forecasting, cash flow, profitability, audits, tax and controls.
• Deliver timely analysis of firm economics, compensation and strategic initiatives.

Accelerate technology and AI

• Set and execute a practical technology and AI roadmap that improves quality, speed, scalability and control.
• Select and manage key vendors with rigor on quality, cost and risk.

Partner with the Founder

• Be a trusted thought partner: give candid input before decisions and full alignment after.
• Protect the investment team's time from administrative and operational distractions.

Qualifications

• Asset management expertise (required): senior leadership experience in an investment management business.

Experience at an independent, boutique or founder-led investment manager strongly preferred, with a hands-on, resource-conscious approach.

Compensation

$250,000 base salary plus a performance-based bonus that can be many multiples of base for exceptional results.

How to Apply - All inquiries are held in strict confidence. To learn more, contact John Evans directly: John Evans , Recruiter, John Evans Recruiting LLC · View email address on click.appcast.io