Many RIAs are experiencing record growth and looking for talent to help professionalize their technology, workflows, and processes.
To assist RIAs in their search for operations talent, PFI Advisors announced the addition of a job board inside its recently-launched digital consulting platform, The COO Society. Members join the platform to gain industry-leading insights on RIA best practices and how to best position a firm for both organic and inorganic growth. Talent acquisition is a key component of that equation and therefore a job board announcing available operations positions throughout the industry is a logical addition to the platform.
“I am contacted several times a week by RIA owners asking, ‘Where do I find good operations team members for my RIA?’ Our members are extremely well-connected within the operations community and love helping one another,” says Matt Sonnen, Founder and CEO of PFI Advisors and the creator of The COO Society. “By posting senior-level as well as administrative operations positions directly to our network, we hope to put RIAs on the fast-track to filling these vitally important roles within their firms.”
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The platform focuses on three multi-course “learning paths” of Technology, Human Resources, and Business Administration, which serve as valuable training for anyone from a new client service associate to a veteran COO. “With a shortage of available talent, many RIAs are turning to professionals from outside the industry to join their firms – we hope our platform can act as a valuable training ground for these new hires and teach them the core functions of their role on their own schedules, from the comfort of their home or office,” says Sonnen.
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With the addition of the job board, The COO Society aims to assist RIAs in finding qualified talent and continue its mission of promoting professional management within the RIA community.
PFI Advisors’ service offerings have traditionally been oriented toward larger firms looking for expert guidance in maximizing operational efficiencies and profitability, but The COO Society gives independent RIAs of any size ongoing access to Matt Sonnen and PFI’s extensive expertise.