Chief Executive Officer (CEO)
Confidential
Chief Executive Officer (CEO)
About the Company
Wealth management firm with a national presence
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Chief Executive Officer (CEO) to lead its Wealth Management division. The successful candidate will be responsible for setting and executing the strategic vision of the division, driving business growth, and ensuring the delivery of high-quality financial services to clients. The CEO will also be tasked with overseeing the division's operations, managing a team of professionals, and maintaining compliance with industry regulations. Applicants for the CEO position should have a proven track record in the financial services industry, with a focus on wealth management. A deep understanding of investment strategies, client relationship management, and regulatory requirements is essential. The role requires a visionary leader with excellent communication and decision-making skills, capable of inspiring and leading a team to achieve the company's goals. A relevant degree in finance, business, or a related field is typically required, along with a strong network and the ability to represent the company effectively in the market.
Hiring Manager Title
Board Chair
Functions
- CEO/President
- ...expanding market share, and delivering measurable revenue growth, while acting as a trusted, senior voice between the field and Solais' executive and operations teams. Essential Functions and Responsibilities Specification & Design Community Leadership Direct...SuggestedFor contractorsShift workNight shift
- ...follow-up and proactively close sales. Completes annually and executes ongoing strategic marketing plan and advertising plan.... ...competitive analysis bi-annually. Coordinates with the Home Office, designated vendors, and referral websites for advertising, media...SuggestedOngoing contractWork at officeHome office
$122k - $160k
Hotel : Frisco Embassy Suites 7600 John Q. Hammons Drive Frisco, TX 75034 Full time Compensation Range : $122,000- $160,000 Compensation is determined based on a variety of factors, including experience, skills, qualifications, and the specific location ...SuggestedFull time$122k - $160k
Hotel : Frisco Embassy Suites 7600 John Q. Hammons Drive Frisco, TX 75034 Full time Compensation Range : $122,000- $160,000 Compensation is determined based on a variety of factors, including experience, skills, qualifications, and the specific location of the role. Actual...SuggestedFull time$59.24k - $77.77k
...Executive Business Partner The Executive Business Partner serves as an extension of senior firm leadership, providing high-impact executive... ...acts independently to resolve challenges. Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and collaboration...SuggestedWork at officeImmediate startShift work- ...Chief Executive Officer (CEO) About the Company Branch-based specialty commercial services business focused on scale, integration, and growth. Industry Facilities Services Type Privately Held, Private Equity-backed About the Role The...
- ...The client is seeking a highly strategic and relational Executive Director. This role requires a visionary leader who can effectively drive the organization's goals and initiatives. The Executive Director will be responsible for overseeing program development, managing...
$182.15k - $345.35k
...improve consistency and how we create a stronger value proposition for clients over time.Key ResponsibilitiesLead the design and execution of the Managed Services client experience strategy across onboarding, transition, delivery, governance, service reviews and expansion...Local areaWorldwide- ...Payor Relations to lead the strategic direction, development, and execution of our national payor contracting and network management... ...members and external partners. High proficiency in Microsoft Office Suite and project management tools, capable of managing multiple...Work at officeImmediate start
$182.15k - $345.35k
...consider joining Baker Tilly as a Managing Director in our Family Office practice. Our Family Office team provides accounting and... ...bankers, wealth advisors, investment professionals, family office executives, and other centers of influence throughout the Dallas-Fort Worth...Work at officeLocal areaWorldwide- A consulting firm in Frisco, TX is seeking a Senior Finance Manager (FP&A) to join their team as a result of significant growth. Ideal candidates will have 3-5 years of progressive finance experience with a blend of FP&A and operations finance. Strong technical skills,...
- Omni PGA Frisco Resort, 4341 PGA Pkwy, Frisco, Texas, United States of America Job Description Omni PGA Frisco Resort blends the warmth of Texas hospitality with refined comfort. Guests can unwind in one of 500 thoughtfully designed rooms and suites, or embrace the spirit...Weekend work
$109.9k - $125.4k
...the primary architect of our B2B automotive content strategy. Key Responsibilities Independently lead the strategy, creation, and execution of multi‑media content, ensuring a consistent and on‑brand voice that speaks to automotive professionals. Write, edit, and produce...Full timeLocal area- ...Chief Strategy Officer, Satellite Communications Location: USA or India (Global Travel Required) About The Opportunity Our client is undertaking... ...at scale. As Chief Strategy Officer, you will define and execute the commercial, financial and strategic roadmap for this...Worldwide
$150k
...private equity firm, is seeking a Chief of Staff to partner directly with the CEO. This is a high-visibility, high-growth... ...for the kind of ownership, executive exposure, and impact that a Chief... ...a scaled industry incumbent.CEO’s-office exposure: Direct, daily partnership...Full timeWork at office- ...Chief Nursing Officer About the Company Prestigious healthcare organization focused on high-quality patient care and operational excellence... ...and implementation of nursing services, collaborating with executive leadership to align nursing goals with organizational...
- Explore the most recognized beverage brands. At Keurig Dr Pepper, our reputation for breaking boundaries shapes careers. We think boldly and deliver with confidence. And we do it all, together. Be part of a collaborative culture that gives you a real chance to influence...
$92.6k - $213.5k
...Executive Compensation Analyst This role has been designed as 'Hybrid' with a requirement that you will work on average 2 days per week from an HPE office. Who We Are: Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live...Temporary workWork experience placementWork at officeLocal areaImmediate start2 days per week- ...President, Tax to be a key member of the senior finance leadership team. The successful candidate will be responsible for defining and executing the global tax strategy in alignment with business objectives. This includes providing strategic direction on tax implications for...
- ...Every Location Matters. Our offices are more than physical spaces-they are strategic assets that fuel market growth, strengthen our brand... ...role in driving Haskell's continued growth by developing and executing strategic sales and marketing initiatives that generate new...Local area
- ...creation of responses to employment litigation from Federal and State offices. Fulfill all the responsibilities of the Director of HR in... ...files are maintained in a neat and organized manner. Plan and execute exciting, fun and engaging associate events at least quarterly....Hourly pay
- The City of Frisco is seeking a Human Resources Manager to oversee the HR Department functions, including training, recruitment, and employee relations. This role involves compliance with federal and state laws while managing benefits and safety programs for employees....
$1,000 - $5,000 per month
...compelling invitation. Your role is to identify individuals interested in a life-changing financial opportunity and invite them to an executive presentation. Our senior team handles the rest. This is a 100% commission (W-2) partnership for proven connectors and self-...Remote jobFull time$130.7k - $160k
...in Frisco, TX and will have a hybrid schedule (3 days in the office and 2 days from home) Position Responsibilities Analyze KDP... ...peers and cross-functional partners to develop, improve and execute near-term and long-term route-to-market strategy Work closely...Work experience placementWork at office- ...with leading the business development team, expanding relationships with key decision-makers, and generating new opportunities. This executive will be responsible for developing and executing the company's business development strategy, with a focus on ground-up...For contractors
- ...Chief of Staff Job Duties: Acts as a strategic advisor to the CEO/President and senior management team. Represents CEO/President... ...CEO/President and other executives, clients, and stakeholders to ensure... ...for hiring and managing the office staff and personnel for the CEO...Work at office
- ...exam. Must possess State of Texas Drivers License. Environmental Factors and Conditions/Physical Requirements Work is performed in an office environment. May be subject to repetitive motion such as typing, data entry and vision to monitor. May be subject to exposure to...Work at office
- ...Resources Manager, Full-time, Frisco, TX Location: 2500 Legacy Drive, Frisco, TX, 75034 (This is a hybrid role working some days in-office and some from home) Summary of Position: The Human Resources Manager is responsible for overseeing the daily operations of the...Full timeWork at officeLocal area
$98.9k - $112.9k
...and reporting to provide transparency to senior leadership and executives Identify and implement process improvements driving issue resolution... ...certification At least 1 year of experience with Microsoft Office or G Suite At least 3 years of Process Management experience...Full timePart timeWork at officeLocal areaImmediate start$1,000 per month
...and technology leaders to translate strategic objectives into executable plans and measurable outcomes.The ideal candidate combines strong... ...of business acumen; strong technical aptitude.Strong Microsoft Office skillsWork Environment and Physical Requirements:Working on-...Work at officeWeekend workAfternoon shift
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