Chief Operating Officer — Growth-Focused Ops Leader for Independent MFO

Leah Yosef International; Chicago (IL); Sur place; USD 360 000 - 440 000; Plein temps

Résumé du poste

Leah Yosef International is seeking a transformational Chief Operating Officer for a Midwest-based, fully independent multi-family office serving ultra-high-net-worth clients. You will oversee operations, develop the leadership team, and drive initiatives to enhance processes and the client experience, with a clear path to partnership at an independent RIA.

You will lead across investment operations, client service, technology, compliance, and finance, shaping the firm’s infrastructure and

Responsabilités

• Oversee firm operations and support the leadership team, driving operational excellence.
• Lead forward-thinking initiatives to improve processes and client experience.
• Provide strategic operational leadership across functions: investment operations, client service, technology, compliance, custodial operations, and finance.
• Identify and implement technology, data, automation, and AI initiatives to strengthen scalability.
• Develop leaders across the organization and maintain a culture of independence with long-term continuity.

Description du poste

Leah Yosef International is seeking a transformational Chief Operating Officer for a Midwest-based, fully independent multi-family office serving ultra-high-net-worth clients. You will oversee operations, develop the leadership team, and drive initiatives to enhance processes and the client experience, with a clear path to partnership at an independent RIA.

You will lead across investment operations, client service, technology, compliance, and finance, shaping the firm’s infrastructure and