Chief Operating Officer (Wealth Management)

Location: Greenwich, Connecticut, United States

Company

The Executive Wealth Group is a private wealth advisory practice of hirify.global serving high-net-worth individuals, business owners, corporate executives, and multi-generational families.

What you will do

• Partner with ownership to execute the long-term strategic plan, translate the vision into measurable initiatives, establish business objectives, and develop KPIs and accountability.
• Design scalable operational processes, improve workflows, build dashboards, standardize client service, document SOPs, and increase efficiency through technology and automation.
• Recruit, onboard, and develop team members; create organizational structures and career paths; manage performance reviews; and build leadership capacity.
• Coordinate advisory practice acquisition due diligence and lead operational integration, client onboarding standardization, technology conversions, staff and client retention, and acquisition playbooks.
• Oversee budgeting, expense forecasting, profitability, operational margins, vendor relationships, and technology investments.
• Improve client experience, CRM capabilities, cybersecurity practices, operational compliance, audit readiness, and digital transformation while working with the Ameriprise home office.

Requirements

• Bachelor’s degree required.
• 10+ years of leadership experience.
• Experience leading professional service organizations where client relationships are paramount.
• Experience in wealth management, financial services, RIAs, family offices, banking, or professional services.
• Strong financial acumen, exceptional leadership skills, excellent project management abilities, and a process improvement mindset.
• Technology-forward approach with strong organizational, communication, strategic thinking, and data-driven capabilities.
• High integrity, entrepreneurial mindset, calmness under pressure, humility, bias toward action, and strong focus on client experience.

Nice to have

• MBA preferred.
• Experience scaling a business from approximately $500 million to more than $2 billion in assets.
• Experience integrating acquisitions is highly desirable.

Culture & Benefits

• Entrepreneurial leadership role working directly with the firm’s founders.
• Inclusive and collaborative culture focused on integrity, accountability, excellence, and client experience.
• Competitive base salary, performance bonus, and long-term incentive opportunities.
• Retirement benefits and career growth opportunities as the firm expands.