Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
All content for The COO Roundtable is the property of Coldstream Wealth Managment and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
We are excited to return to our traditional interview format for Episode 76, but this time with a twist! For the first time, we are interviewing an RIA who is actively searching for a Chief Operating Officer. In this episode, we delve into the responsibilities they envision for their new COO, once hired.
Sage Mountain Advisors, founded in 2018 out of Goldman Sachs, has experienced remarkable growth. Starting with just six employees, the firm has expanded to 25 employees, managing approximately $5.5 billion for their clients. To date, the COO role has been filled by Whitney Imeraj, IACCP®, who also serves as the CCO and Partner of the firm. Whitney has shared many operational duties with Tony Cox, Co-Founder, President, and Chief Investment Officer.
In this episode, Whitney, Tony, and Matt discuss why Sage Mountain believes it is the right time to bring in a new COO, as well as:
How they are conducting their COO search process
The “Technology and Innovation” components of the new COO’s job
How they hope the new COO will impact “Team Leadership and Culture Building”
Where Whitney sees the candidate driving “Operational Leadership”
What direction Tony sees the COO taking “Strategic Growth and Vision”
The “Compliance and Risk Management” responsibilities the new role will encompass
How Sage Mountain plans to engage in M&A, and the expected impact of the new COO on these goals
Other key areas of the firm beyond Technology, HR, Business Administration, and M&A that the new COO will hopefully influence
To apply for this role and/or to see what a comprehensive COO job description looks like, please see Sage Mountain Advisors’ job posting here.
You can read Matt’s recent article, Smart Hiring for RIAs: Aligning Talent with Team Needs
The COO Roundtable
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
