Chief Operating Officer

Location: Greenwich, Connecticut, United States

Company

The Executive Wealth Group is a fast-growing private wealth management practice of hirify.global serving high-net-worth individuals, business owners, corporate executives, and multigenerational families.

What you will do

• Partner with the managing partners to execute the long-term strategy and translate the firm’s vision into measurable objectives, KPIs, and accountability.
• Design scalable operational processes, improve workflows, build dashboards, standardize client service, and document standard operating procedures.
• Recruit, onboard, develop, and manage employees while creating the organizational structure, career paths, performance reviews, and leadership bench strength.
• Coordinate advisory practice acquisition due diligence and lead operational integration, technology conversions, client onboarding, and transition planning.
• Oversee budgeting, expense forecasting, profitability, operational margins, vendors, and technology investments.
• Lead CRM improvements, digital transformation, appropriate AI adoption, cybersecurity improvements, operational compliance, documentation, and audit support.

Requirements

• Bachelor’s degree required; MBA preferred.
• 10+ years of leadership experience in wealth management, financial services, RIAs, family offices, banking, or professional services.
• Strong financial acumen, exceptional leadership skills, and excellent project management abilities.
• Experience scaling a business from approximately $500 million to more than $2 billion in assets is preferred.
• A process improvement mindset, technology-forward approach, strong communication, organization, integrity, and data-driven decision-making.

Nice to have

• Experience integrating acquisitions and developing repeatable acquisition playbooks.
• MBA or equivalent advanced business education.

Culture & Benefits

• Full-time leadership role working directly with the firm’s founders and managing partners.
• Opportunity to shape strategy, operations, culture, acquisitions, technology, and long-term growth.
• Competitive base salary with performance bonus and long-term incentive opportunities.
• Retirement benefits and significant career growth potential as the firm expands.
• Inclusive and collaborative work environment focused on integrity, accountability, excellence, and client experience.