Job Description
Chief Operating Officer | $1 Billion AUM Wealth Management Firm | Louisiana
\n
$250,000-$300,000 base + $75,000-$100,000 bonus + phantom equity with 7-figure upside potential
\n
\n
On behalf of our client, an independent wealth management firm with $1 billion in AUM and $6 million in revenue, The Well is searching for a Chief Operating Officer to serve as the Owner's second in command.
\n
\n
This firm has grown 10-15% annually for years, entirely on referrals, with no cold calling and no marketing spend. Now they're ready to scale intentionally toward $2 billion AUM and an independent RIA structure, and they need an operator who can turn that vision into execution.
\n
\n
What you'll own:
\n
● Translating the Owner's growth strategy into operating plans, budgets, and quarterly priorities
\n
● Building and optimizing core systems: client onboarding, service delivery, compliance workflows, and advisor support
\n
● Hiring, developing, and leading the operations team
\n
● Managing the P&L alongside the Owner, including budgets, cash flow, and vendor relationships
\n
● Running the leadership meeting rhythm, from weekly ops reviews to quarterly planning
\n
● Acting as a true thought partner to the Owner, not a yes-person
\n
\n
Who they're looking for:
\n
● A track record of scaling operations in wealth management, financial services, or professional services
\n
● Experience building and leading teams, including hiring and succession planning
\n
● Someone equally comfortable operating strategically with ownership and tactically with the front line
\n
● A culture carrier who thrives with ambiguity and can build structure from it
\n
\n
The opportunity includes relocation assistance and real operational authority as the founder steps into a chairman role. This is a high-autonomy seat for someone ready to build enterprise value and share in it.
\n
\n
Sound like you? Let's talk.
\n