Chief Operating Officer (COO)

Chief Operating Officer (COO)We are seeking a seasoned, execution-focused Chief Operating Officer (COO) to design, scale, and run our global operating systems. Our company is built on a strong foundation of client-first culture, deep cross-functional collaboration, and an accountable mindset. As we enter our next phase of scale, the COO will protect and build upon these core strengths, translating corporate strategy into a disciplined, measurable operating cadence.This role is the connective tissue across our C-suite. You will not operate in a functional silo. Instead, you will build the underlying architecture, including processes, data flows, accountability metrics, and communication rhythms, that allows our Product, Sales, Finance, Talent, Legal, Client Success, and Operations teams to remain highly collaborative and client-focused as we grow.Key Responsibilities1. Operationalizing Our Accountable MindsetOwn the Operating System: Design and manage the company's strategic planning cycles, including annual planning, quarterly reviews, and monthly business reviews. Transform high-level strategy into clear departmental OKRs, KPIs, owners, and execution plans.Institutionalize Clear Ownership: Build systems where performance is visible, measurable, and actively managed. Ensure bottlenecks are identified early, tradeoffs are made transparently, and decisions are executed with urgency.Data-Driven Visibility: Build and maintain operational dashboards that give the executive team real-time visibility into company health, utilization, client outcomes, financial performance, and departmental execution.Executive Cadence: Create the rhythms that help the full C-suite operate as one leadership team, including decision forums, cross-functional reviews, escalation paths, and follow-through mechanisms.2. Scaling a Client-First Culture GloballyDelivery Efficiency & Quality: Partner with Client Delivery, Client Success, Product, and Sales teams to institutionalize playbooks, standard operating procedures, and quality metrics that protect client outcomes and margins as enterprise accounts scale.Global Operational Alignment: Optimize infrastructure and communication channels to support a distributed, global workforce, ensuring our client-first ethos remains consistent across time zones, regions, and client segments.Global Client Readiness: Ensure the company has the processes, staffing models, escalation paths, and operating standards required to support global clients with consistency, speed, and quality.Risk & Compliance Integration: Collaborate with Legal, Risk, Security, and Compliance functions to embed regulatory, contractual, privacy, security, and compliance requirements into client-facing workflows without creating unnecessary bureaucracy.3. Preserving and Enhancing Collaborative CultureCross-Functional Orchestration: Partner closely with Finance, People/HR, Legal, Product, Sales, Client Success, and Technology leaders to ensure resource allocation, budget forecasting, hiring plans, and operating priorities support company-wide goals rather than departmental silos.C-Suite Partnership: Serve as a trusted operating partner to the full executive team, helping leaders sharpen priorities, resolve dependencies, improve decision quality, and translate functional strategies into company-wide execution.People & Talent Systems: Partner with People/HR to strengthen organizational design, hiring discipline, leadership development, performance management, compensation philosophy, employee engagement, retention, and global team practices.Finance & Planning Discipline: Partner with Finance to improve budgeting, forecasting, resource allocation, operating leverage, capacity planning, and visibility into the financial impact of operational decisions.Legal & Business Operations Discipline: Partner with Legal and business leaders to streamline contracting, vendor management, governance, policy management, and risk-aware operational processes.Tooling & Automation Efficiency: Champion the adoption of internal automation, modern tooling, and AI-driven workflows to reduce administrative friction, improve productivity, and allow teams to spend more time collaborating on high-value strategic work.4. AI as an Operating AdvantageAI-Enabled Scale: Identify and implement practical AI use cases across operations, client delivery, analytics, knowledge management, internal productivity, reporting, and decision support.Workflow Transformation: Help teams redesign workflows around automation and AI, not just layer new tools on top of old processes.Competitive Advantage: Ensure AI becomes a core operating advantage that helps the company move faster, serve clients better, improve quality, and scale more efficiently.What We're Looking ForProven Executive Leadership: 5+ years of experience as a COO, VP of Operations, GM within a B2B SaaS, technology, fintech, or enterprise services company operating at least $10mm+ ARR.Cultural Alignment: Proven track record of leading organizations that prioritize client satisfaction, high team collaboration, humility, learning mindset, and metric-driven accountability.Architecture Mindset: Background building operational infrastructure from scratch or significantly upgrading legacy systems to support rapid corporate scale.Commercial & Financial Acumen: Strong fluency in corporate finance, P&L management, operating leverage, resource allocation, and capital discipline. You look at operations through the lens of efficiency, client retention, and durable growth.People, Finance & Legal Partnership: Experience partnering deeply with People/HR, Finance, Legal, Risk, Compliance, and Business Operations as core drivers of company scale.Global Operating Experience: Experience supporting global clients and distributed global teams across regions, cultures, and time zones.AI-Forward Operator: Practical understanding of how AI, automation, and modern tooling can improve productivity, quality, client experience, and operating leverage.High-EQ Leadership: Exceptional communication skills with the ability to challenge peer executives constructively, build consensus, listen deeply, and drive organizational change smoothly.Humility & Learning Mindset: Self-aware, curious, open to feedback, and able to lead without ego while still creating clarity and accountability.Industry Knowledge: Experience in asset/wealth management industry is a major plus.Leadership AttributesWe are looking for a COO who is:Client-first: Protects client outcomes as the company scales.People-centered and performance-oriented: Builds strong teams while raising the bar.AI-forward: Uses AI and automation as practical levers for scale.Accountability-driven: Creates clarity around ownership, metrics, execution, and follow-through.Collaborative: Strengthens cross-functional trust and helps the full C-suite operate as one team.Humble and curious: Listens first, learns quickly, and leads without ego.Commercially sharp: Understands how operations affect revenue, margin, retention, and growth.Globally minded: Understands how to operate across regions, time zones, cultures, and client expectations.Operationally rigorous: Brings discipline and structure without unnecessary bureaucracy.Why Join UsPerformance based - incentives & ESOPsMedical, Dental, and Vision coverage via JustWorks/One Medical401(k) planGenerous PTO plus sick leave and paid holidaysEmployee donation matchingRewards and recognition Program