Chief Operating Officer - Private Wealth

Leah Yosef International; Chicago (IL); On-site; USD 360,000 - 440,000; Full time

Job summary

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

Responsibilities

• 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.

Job description

Chief Operating Officer, Multi-Billion AUM MFO, Midwest

Overview

Fully Independent Multi-Billion AUM Multi-Family Office in the Midwest is seeking a transformational Chief Operating Officer to oversee firm operations, support and develop the leadership team, lead forward-thinking initiatives, and identify opportunities to improve processes and the client experience. Clear track to partnership at a purposefully independent RIA.

Highlights

• Serve as a strategic operational leader for a growing, employee-owned Multi-Family Office that serves as a family’s closest advisor across investments, wealth transfer, planning, and broader family office needs.
• Provide strategic operational leadership across investment operations, client service, technology, systems, compliance, custodial operations, and finance, continually evolving the firm’s infrastructure and processes to improve effectiveness and strengthen execution.
• Identify and implement technology, data, automation, and AI initiatives that strengthen the firm’s capabilities, improve scalability, and position the organization for its next stage of growth.
• Work closely with experienced department leaders, drawing on their expertise to shape strategy and drive execution while developing team members and strengthening leadership across the organization.
• Deep commitment to independence minimizes conflicts of interest and supports the long-term continuity of the firm.
• The firm excels at providing exclusive access to unique investment vehicles that provide value and long term growth for ultra high net worth clientele ($100M+ net worths).
• Strong in-house wealth transfer capabilities, including a dedicated estate planning department.
• Extremely low client to advisor ratios supported by well-rounded and technically adept lead advisors.
• $400,000+ first-year compensation, including a significant base salary, competitive profit and performance-based bonuses, and top tier benefits.