Top 17 Development executive Jobs in Riverside Ca

Chief Operating Officer
Falcon Wealth Planning, Inc. —Ontario, CA
- $225,000 - $250,000 a year
- Full-time
- CPA
- Office
- Finance
- Paid holidays
- Health insurance
Quick Apply
4d
Chief Regulatory Affairs Officer
Restem Group Inc. / thebiobox LLC —Corona, CA
- $200,000 - $225,000 a year
- Full-time
- Medicine
- Office
- Doctor of Philosophy
Quick Apply
Deputy Executive Officer (County Promotional)
San Bernardino County —San Bernardino, CA
- $182,104.00 - $259,147.20 a year
- Online Application
- Office
- Administrative experience
- Bachelor's degree
- Health insurance
- Dental insurance
Executive Director (SMSU)
California State University —San Bernardino, CA
- Extended hours
- Background check
- Office
- Master's degree
- AD&D insurance
- Disability insurance
Executive Director
Rolling Start, Inc —San Bernardino, CA
- $90,000 - $100,000 a year
- Full-time
- Office
- Bachelor's degree
- Travel
Quick Apply
Chief Executive Officer
Prime Healthcare Management Inc —Ontario, CA
- $250,000 - $325,000 a year
- Full-time
- Acute care
- Nursing
- Hospital
- Health insurance
- Dental insurance
Executive Director, Technology, Operations, & Strategy
University of La Verne —La Verne, CA
- $150,460.87 - $174,927.27 a year
- Full-time
- Background check
- 7 years
- Office
- Health insurance
- 403(b)
13d
Vice President for Administration and Finance and Chief Financial Officer
California State University —Pomona, CA
- Full-time
- Background check
- CPA
- 5 years
Chief Nursing Officer CNO
Vibra Healthcare —San Bernardino, CA
- $130,400 - $173,900 a year
- Full-time
- Nursing
- RN License
- Hospital
- Continuing education credits
- Health savings account

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Chief Operating Officer

Falcon Wealth Planning, Inc.
Ontario, CA

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Job Details

Full-time
$225,000 - $250,000 a year
4 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Vendor relationship building
Regulatory compliance
Experience at asset management companies
Securities law compliance support experience
Bachelor's degree
Fiduciary duties
Business Administration
Business operations
Experience practicing in the securities industry
Master of Business Administration
Process management
Technical Proficiency
Senior leadership

Full Job Description

IMPORTANT: You must apply though this link: You may need to copy and paste: https://ats.rippling.com/falcon-wealth-planning-careers/jobs/08ac83af-7753-4d79-ada5-9cc6e8e29c1d

About Falcon Wealth Planning

Falcon Wealth Planning is an award-winning, fee-only Registered Investment Advisor (RIA) headquartered in Ontario, California, serving clients nationwide. With approximately $2 billion in assets under management and an ambitious growth strategy, Falcon is on a path to become one of the premier independent wealth management firms in the country.

Our mission is simple: Help clients keep more, worry less. We believe exceptional financial planning starts with comprehensive, tax-focused advice delivered through a true fiduciary standard. Unlike traditional brokerage firms, we do not sell products or earn commissions. Every recommendation is made solely in our clients' best interests, providing objective guidance and complete transparency.

Falcon specializes in comprehensive wealth management, investment management, retirement planning, tax planning, estate planning, and financial planning for successful individuals, families, business owners, and retirees. Our advisors work collaboratively to deliver an exceptional client experience built on expertise, trust, accountability, and long-term relationships.

As we continue scaling toward $5 billion+ in assets under management, we are investing heavily in our people, technology, leadership, and operational excellence. We are building a high-performance culture where collaboration, continuous improvement, innovation, and client service are at the center of everything we do. Our team members have the opportunity to make a meaningful impact while helping shape the future of one of the fastest-growing independent RIAs in the industry.

If you're looking to join an organization that values excellence, embraces innovation, and is committed to delivering an unmatched client experience, Falcon Wealth Planning offers the opportunity to grow your career while helping clients achieve lasting financial success.

Role Overview

We are seeking a highly experienced, strategic, and process-driven Chief Operating Officer (COO) to lead our daily operations and execute our firm’s strategic vision. The COO will act as a key partner to the CEO and the executive leadership team, ensuring that our back-office, compliance, technology, and client service teams run with precision and scale effectively.

The ideal candidate brings extensive executive experience in the wealth management sector, embraces a "servant leadership" philosophy, and knows how to build the operational infrastructure necessary to support rapid organizational growth while maintaining our high standard of client care.

Key Responsibilities

Strategic Leadership & Operations Management

Partner with the CEO to develop, implement, and manage the firm’s strategic business plan and operational objectives.
Oversee day-to-day business operations across multiple departments, including client onboarding, trading/portfolio operations, administration, and technology.
Develop, refine, and enforce standard operating procedures (SOPs) to maximize efficiency and minimize operational risk.
Establish Key Performance Indicators (KPIs) and utilize data-driven insights to measure operational success and team performance.

Compliance & Regulatory Oversight

Collaborate closely with (or oversee) the Chief Compliance Officer (CCO) to ensure the firm adheres to all SEC, state, and NAPFA-registered regulatory requirements.
Ensure operational workflows maintain the firm’s strict fiduciary, fee-only standard.
Mitigate enterprise risk by continuously reviewing and updating operational safeguards and compliance protocols.

Team Development & Servant Leadership

Champion a culture of servant leadership—prioritizing the empowerment, growth, and development of all team members.
Directly manage, mentor, and evaluate department heads and operational staff.
Drive cross-functional collaboration between operations, advisory teams, in-house CPAs, and administrative staff to ensure a seamless client experience.
Oversee recruitment, training, and retention strategies within the operations departments.

Technology & Systems Optimization

Evaluate, implement, and optimize the firm’s wealth tech stack (e.g., CRM, portfolio management, financial planning software, and billing systems).
Drive technology integration to automate manual processes, scale operations, and improve reporting capabilities.
Manage vendor relationships, negotiating contracts and ensuring third-party providers meet security and service standards.

Qualifications & Experience

Experience: 10+ years of operational leadership experience in the financial services sector, with a minimum of 5 years in an executive role (COO, VP of Operations, or similar) within an RIA or wealth management firm.
Education: Bachelor’s degree in Business Administration, Finance, Operations, or a related field. (MBA or advanced degree preferred).
Licenses/Certifications: FINRA Series 65 (or Series 7, 63, 66) strongly preferred. CFP® or CPA designation is a bonus but not required.
Industry Knowledge: Deep understanding of SEC regulations, fiduciary standards, and the fee-only RIA business model.
Technical Skills: Advanced proficiency with leading RIA technology platforms (e.g., Salesforce, Orion, eMoney, Tamarac, or similar tools).
Leadership Style: Proven track record as a process-driven leader who leads by example and thrives in building scalable systems.

Compensation & Benefits

Competitive Base Salary: $225k - $250k
Performance Bonus
Health Insurance: Comprehensive Medical, Dental, and Vision coverage.
Retirement: 401(k) plan with company match.
Paid Time Off: Generous PTO, paid firm holidays.
Professional Development: Support for continuing education, licensing, and industry conferences.

Pay: $225,000.00 - $250,000.00 per year

Work Location: In person

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development executive jobs in riverside ca

Chief Operating Officer

Chief Regulatory Affairs Officer

Deputy Executive Officer (County Promotional)

Executive Director (SMSU)

Executive Director

Chief Executive Officer

Executive Director, Technology, Operations, & Strategy

Vice President for Administration and Finance and Chief Financial Officer

Chief Nursing Officer CNO

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