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Chief Operating Officer and Head of Client Asset Oversight (COO & HCAO)
Company Description
Omnium Investment Platform was established in 2014 to support independent financial advisors and wealth managers in creating better client experiences. The platform offers innovative online infrastructure linking advisors to clients and their investment portfolios, utilizing the latest technology for digital onboarding, account opening, and access to global markets. Our solutions, in partnership with international service providers, aim to streamline processes, reduce overheads, and increase competitiveness and profitability for financial advisors.
Role Description
This is a full-time role for a Chief Operating Officer and Head of Client Asset Oversight at Omnium Investment Platform. The COO & HCAO will be responsible for building and maintaining relationships with financial advisors, promoting the platform to potential clients, and facilitating onboarding processes. This role is located in Dublin.
Qualifications advantages
1. Qualified Financial Adviser (IoB School of Professional Finance, LIA and The Insurance Institute of Ireland)
2. Member, Associate or Fellow of the Irish Institute of Pensions Management (post 2006 syllabus)
3. Registered Stockbroker (Institute of Banking School of Professional Finance)
4. Accredited Product Adviser (Savings and Investments) (Institute of Banking School of Professional Finance, LIA and The Insurance Institute of Ireland)
5. Certificate in Personal Financial Planning with the Personal Financial Planner designation ( National College of Ireland)
6. Accredited Product Professional (Savings and Investment) (National College of Ireland)
7. Accredited Financial Practitioner ( National College of Ireland and Irish League of Credit Unions ) [from 1/10/2024]
8. Advanced Certificate in Credit Union Practice (Term Deposits) (University of Ulster and Irish League of Credit Unions) [from 1/10/2024]
9. Pathways Diploma in Credit Union Practice (Term Deposits) (University College Cork and Irish League of Credit Unions) [from 1 October 2024]
10. Credit Union Adviser (Term Deposits) (LIA) [from 1/10/2024]
Seniority level
Entry level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Investment Management
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