F2 Strategy is growing and looking for individuals to contribute to and lead OCTO™ engagements. You can learn more about our OCTO™ offering here. Successful team members have the experience and perspective to know how technology and innovation can merge to propel our advisor clients and their digital experiences. Our Outsourced CTO offering lines up OCTO™ executives with these characteristics with mid-sized (usually <$15B AUM) firms. Terrific candidates for F2’s OCTO™ offering will have strength and alignment with the following:

Experience & Background

  • RIA, Wealth and/or Family Office business model experience and depth
  • Communication and organizational experience and strength
  • Consulting background (preferably external)
  • Proven ability to go from ideation to implementation while rallying an organization behind you
  • Operations leadership experience (client reporting, recon process, onboarding, tech providers+, implementations and upgrades)
  • CRM ownership and implementation success
  • Experience reviewing, weighing and selecting RIA technology

Personality

  • Passion for this space, especially after having done this work elsewhere and wanting to expand to more
  • Ability to build consensus, build relationships, influence and lead
  • Curious about the markets, business models, organizations and inner workings of change
  • Strong organizational skills and a proven track record of working remote (from the rest of the team and client)
  • Creative mindset and a consistent mental itch trying to find

Wealth/Advisory Value Chain Knowledge

  • Has a perspective on what a great client experience is
  • Prospect to onboarding to management/reporting
  • Rebalancing and compliance
  • Reporting, digital and planning

Other Critical Attributes

  • Most of all: We want someone who’s got a hunger to understand, a passion for helping our clients and a desire to collaborate. Those traits are core to our team culture and are reflected in everything that we do.

Compensation & Benefits

  • Employees are offered access to full health benefits
  • Competitive salary and bonus
  • Opportunities to participate in firm’s success & growth

Interested?