Chief Operating Officer (COO )/ntegrator - Registered Investment Advisory Firm - Multi-Family Office

Family Financial LLC; United States; Remote; USD 170,000 - 200,000; Full time

Job summary

A leading Registered Investment Advisory firm seeks a Chief Operating Officer (COO) to drive operational excellence and foster a high-performance culture. This remote role requires strong leadership skills, emotional intelligence, and a commitment to the firm's core values. The COO will oversee daily operations, optimize processes, and ensure exceptional client experiences.

Benefits

Annual Bonus

Competitive salary + performance incentives

Qualifications

• 5–10+ years in operational leadership within an RIA or multi-family office.
• Proven experience with EOS as Integrator or implementation lead.
• Track record of leading high-performing remote teams.

Responsibilities

• Execute strategic goals through discipline and measurable outcomes.
• Build and refine internal accountability systems for execution.
• Ensure a white-glove client experience through seamless internal handoffs.

Skills

Operational Leadership

Emotional Intelligence

Conflict Resolution

Coaching

Communication

Tools

Schwab Advisor Center

Wealthbox

Black Diamond

ClickUp

Google Workspace

Job description

Chief Operating Officer (COO) / Integrator - Registered Investment Advisory Firm - Multi-Family Office

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This range is provided by Family Financial LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$170,000.00/yr - $200,000.00/yr

Additional compensation types

Annual Bonus

Location: Remote (U.S.-based preferred)

Type: Full-Time

Compensation: Competitive salary + performance incentives

Reports to: Founder & CEO

Who We Are

Family Financial LLC is a fee-only Registered Investment Advisor (RIA) embracing the multi-family office model. We synthesize investment management, financial planning, tax strategy, and legal coordination into a unified, proactive experience for high-net-worth families. As a technology-forward and client-obsessed firm, we’re expanding our reach and looking for a values-driven Chief Operating Officer (COO) to help scale the operational and cultural foundation of our growing enterprise.

The Role

The COO is the Integrator of our firm — the operational and cultural leader who translates the founder’s vision into reality through systems, structure, and leadership. You will own the day-to-day execution of our business strategy while fostering a high-performance, values-driven culture across a fully remote team.

This role requires both operational discipline and emotional intelligence. You must be direct and results-oriented while being a trusted coach, team builder, and example of our core values. You’ll oversee internal operations, optimize systems, align departments, and ensure every client touchpoint reflects excellence.

Key Responsibilities

Operational Leadership

• Serve as the firm’s EOS Integrator — execute on strategic goals through discipline, structure, and measurable outcomes.
• Build and refine internal accountability systems that support cross-functional execution.
• Identify operational bottlenecks and eliminate them through effective process design and team leadership.

Team Collaboration & Culture

• Lead with empathy, emotional intelligence, and respect. Create a psychologically safe and high-performance team culture.
• Coach team members, give and receive feedback constructively, and facilitate healthy conflict resolution.
• Model and reinforce company core values — especially Take Ownership and Embrace Growth — in every decision and interaction.
• Inspire, mentor, and develop a strong remote team culture grounded in trust, transparency, and accountability.

Process & Workflow Optimization

• Document, streamline, and continuously improve firmwide workflows across onboarding, planning, investments, tax, and legal.
• Use platforms like ClickUp, Black Diamond, Schwab Advisor Center, and Wealthbox to ensure visibility, consistency, and efficiency.

Client Experience Oversight

• Ensure a white-glove client experience through seamless internal handoffs, proactive service, and aligned team communication.
• Champion responsiveness and service excellence across the firm — aligned with our “Be Responsive” and “Pursue Excellence” values.

Technology Ownership

• Working knowledge to oversee implementation and optimization of core platforms and tools.
• Identify integration opportunities and reduce manual work through automation and SOP design.

Required Qualifications

• 5–10+ years in an operational leadership role within an RIA or multi-family office.
• Proven experience with EOS (as Integrator or implementation lead).
• Advanced proficiency with Schwab Advisor Center, Wealthbox, Black Diamond, ClickUp, and Google Workspace.
• Track record of leading high-performing remote teams with integrity, accountability, and cultural alignment.
• Strong conflict resolution, coaching, and people leadership skills.
• Direct and clear communication style with the ability to deliver feedback respectfully and receive it openly.

Ideal Candidate Traits

• Strategic thinker with an execution mindset.
• Systems builder with deep attention to detail.
• Culture carrier who builds trust, invites feedback, and holds people (including themselves) accountable.
• Resilient, emotionally intelligent, and calm under pressure.
• Thrives in a values-driven, fast-paced, and growth-oriented environment.

Core Values You Must Embody

• Take Ownership– You go beyond your job description to lead, resolve, and support.
• Communicate with Clarity– You speak plainly, positively, and constructively — even under pressure.
• Be Responsive– You move quickly, follow through, and keep people informed.
• Stay Resourceful– You look for solutions, not blame.
• Pursue Excellence– You raise the bar and hold others to it with respect.
• Embrace Growth– You accept feedback, reflect, and evolve.

Seniority level

• Executive

Employment type

• Full-time

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