Home Chief Operating Officer

Website Balentine

The Art & Science of Investing

POSITION OVERVIEW

In its 12th year as an independent, employee-owned firm, Balentine LLC is enjoying rapid growth,
exceeding $5B of Assets Under Advisement (the last $2B of which came in the past two years).
Currently, fewer than 200 Independent firms in the nation have crossed that threshold. Balentine,
a perennial winner of Pensions and Investments Best Places to Work in Money Management and
recognized in both Barron’s and Forbes industry rankings, will end 2021 with over 50 employees in
its offices in Atlanta and Raleigh.
Our vision is to be known as the “go to” wealth management firm for entrepreneurs and business
owners in transition, a pre-eminent global asset allocator for select institutions, and an employer
of choice within our industry. Our desire is to remain an independent firm as we strive to reach
“super ensemble” status while preserving our unique and intentional culture and enhancing our
client experience.

ROLE PRIORITIES

In pursuit of this vision and mission, the Chief Operating Officer will focus on four immediate
goals:
1. Building an operational platform that will allow the company to continue to scale in
the most efficient way. This platform will cover all facets of Balentine’s custodial
relationships, investment operations, GIPs compliance, and client reporting. Key to this will be the determination of core vs. supplementary operational functions to outsource, so that non-
revenue producing functions are operating at peak efficiencies to ensure maximum productivity and risk management.
The COO will institutionalize, document, and enforce operational procedures across all
departments and functions to ensure redundancy in each area.
2. Enhance Balentine’s technology strategy and vendor relations management. The COO
will work to make Balentine’s data as secure as possible with a focus on cybersecurity and
ensure our technology investments are consistently adopted throughout the firm. A key
component of this strategy will be consolidating all data into a “single source of truth” that
seamlessly integrates all applications in our technology stack. Data must be accessible on
demand for more informed decision-making and to simplify and enhance our employee and
client journeys.
3. Implementing our Human Resources strategy. The COO will communicate and
implement the human resources strategy set by Management. This will encompass all aspects
of hiring, training, and retaining employees. The COO will add management bandwidth by
focusing on leading and communicating consistently with managers across all departments.
4. Ensuring that Balentine remains compliant while it pursues its business objectives.
The COO will work with the Management team, our Chief Compliance Officer, and compliance
support partner to identify SEC “hotspots” to implement best practices.

To apply for this job email your details to ACRONJE@BALENTINE.COM