Chief Operating Officer
Core
Operational leader and strategic partner to Managing Partners responsible for designing systems, building infrastructure, leading people, and scaling a private wealth management firm.
Role type
Senior IC Chief Operating Officer (Private Wealth Management)
Builds
Scalable wealth management enterprise infrastructure and processes
Domain
Financial Services / Private Wealth Management
Required skills
Strategic planning, operational process design, team leadership, acquisition integration, financial management, technology evaluation, compliance coordination, client experience management
Preferred skills
MBA, scaling business from $500M to $2B+ AUM, wealth management/RIA experience, financial acumen, project management, process improvement, technology-forward mindset, acquisition integration experience
Technologies
CRM systems, Ameriprise technology stack, AI tools, cybersecurity platforms
Responsibilities
Partner with ownership to execute long-term strategic plan, design scalable operational processes, recruit and develop organizational leadership, coordinate acquisition due diligence and integration, oversee budgeting and profitability, ensure consistent high-touch client experience, evaluate and implement technology improvements
Seniority
Senior, hands-on IC