Chief Operating Officer

Job Description:

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I am working with a locally-based wealth & asset management client in Boston seeking a strong, operations focused Chief Operating Officer (COO) to work hand-in-hand with the CFO and Executive Committee.

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This person would be accountable for all operational leadership of a family office wealth management firm of $10 billion AUM, including implementing workflow improvements, managing the firm's operational system, developing operational policies, and leading firm-wide projects.

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Qualified applicants must hold US Citizen or Green Card status, and be comfortable commuting into the Boston office 2-3x per week.

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Applicants must have:

• Locale to the greater Boston area
• 15+ years of experience within investment/asset management, preferably at a small to mid-sized family office
• Ability to lead RFP's for system implementations / technical savvy
• Strong operational experience within a firm, including workflows, operational systems, policies, and strategy
• Background within and/or knowledge of trust accounting

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Compensation is up to $500K all-in (Base salary + bonuses)