Chief Operating Officer (COO)

The Company is seeking a Chief Operating Officer (COO) with a strong do-the-right-thing mentality, strategic thinking, and a proven track record in operational leadership. The ideal candidate will be a strategic partner to the firm's Visionary, responsible for executing the company's long-term vision, and maintaining organizational alignment. This role requires a leader who is a strong communicator, process-oriented, and a self-starter with good judgment. The COO will be tasked with leadership and organizational development, strategic execution, operational excellence, financial stewardship, and growth strategy. They must be adept at building and refining processes, improving operational performance, and leading the integration of acquired businesses. Applicants for the COO position at the company should have a minimum of 7 years' of progressive strategic operations leadership experience, with at least 5 years' in a people leadership role. A Bachelor's degree is required, and a background in professional services or a similar relationship-driven industry is essential. The successful candidate will have full P&L ownership experience and a proven ability to improve profitability and operational performance. Preferred qualifications include experience in a small to mid-sized entrepreneurial organization, within an EOS® framework, and in the wealth management industry. The role demands a leader who is passionate about serving others, leading with integrity, and is committed to the long-term success and growth of the organization.