Chief Operating Officer

We're not looking for a caretaker. We're looking for an operator. Cary Estate Planning is a 43-person, three-office firm that does something most of our competitors can't: we combine estate planning law, tax planning and preparation, and wealth management under one roof. Three businesses, one client relationship, one promise - Planning, Not Paperwork. That integration is our edge. It's also our hardest operational problem. Our legal, tax, and wealth teams have to hand clients off seamlessly across four offices, and today, too much of that depends on the founder. We're hiring a Chief Operating Officer to own the day-to-day so the firm runs better without him in the room - and so we can keep growing. In short: you run the firm. The founder runs the practice and the vision. You'll own people, process, finance, technology, and client experience across all four offices and all three service lines. You'll build the operating system - the meetings, scorecards, and accountability that keep 43 people aligned — and you'll carry the firm's P&L, not just watch it. There's a competitive base, a performance bonus, and a path to profit participation. This is a build, not a turnaround. If you read "you run the firm" and felt energized rather than nervous, apply. #J-18808-Ljbffr WizeHire, Inc