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Chief executive • fort wayne in
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Job Description
Job Description
Position Summary :
The Chief Operating Officer (COO) is a key executive leader responsible for overseeing daily operations, strengthening organizational infrastructure, and driving strategic initiatives that support the this successful growing wealth management firm’s mission of delivering exceptional wealth management, financial planning, and investment advisory services. This role partners closely with the Executive Leadership Board and leadership team to design and implement scalable systems, cultivate a high-performance culture, and position the firm for long-term sustainable growth.
The COO will oversee firm operations, human capital, technology strategy, financial / operational reporting, compliance coordination, and the client experience infrastructure. This individual must be an experienced, strategic, people-centric leader with deep knowledge of operational demands of a growing firm with multiple offices.
Key Responsibilities :
Strategic Leadership & Organizational Design :
- Partner with executive leadership to develop, refine, and execute the firm’s strategic plan.
- Translate strategic priorities into actionable initiatives, organizational structures, KPIs, and measurable outcomes.
- Ensure operational alignment across wealth management, financial planning, investment management, client service, and compliance.
- Guide change management efforts to support innovation, scalability, and growth.
- Promote and model firm culture, values, and leadership standards across all levels.
Business Operations & Administration :
Client Experience & Service Infrastructure :
Strategic Growth Initiatives :
Core Competencies :
Qualifications :
Compensation & Benefits :