Chief Operating Officer (COO)

The Company is in search of a Chief Operating Officer to play a pivotal role in the firm's operations and strategic development. The successful candidate will be responsible for overseeing all aspects of the firm's operations, with a focus on supporting and developing the leadership team, leading innovative initiatives, and enhancing processes to improve the client experience. This role demands a transformational leader who can serve as a strategic operational figure, driving the evolution of the firm's infrastructure and processes to ensure effectiveness and execution. The COO will also be tasked with identifying and implementing technology, data, automation, and AI initiatives to strengthen the firm's capabilities and position it for future growth. Applicants for the Chief Operating Officer position at the company should have a deep commitment to independence and a strong background in operational leadership within the financial services industry. The role requires a candidate who can work closely with experienced department leaders, shape strategy, and drive execution while also developing team members and strengthening leadership across the organization. A key aspect of the role is the ability to identify and implement initiatives that enhance the firm's capabilities and scalability. The ideal candidate will have a proven track record in a similar role, with a focus on investment operations, client service, technology, systems, compliance, custodial operations, and finance. A background in wealth management, particularly with ultra-high-net-worth clientele, and experience in estate planning and wealth transfer are highly valued.