Chief Operating Officer – Private Wealth

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

Job summary

Leah Yosef International seeks a transformational Chief Operating Officer for a fully independent Midwest multi-family office. You will oversee firm operations, support and develop the leadership team, and drive forward-thinking initiatives to improve processes and the client experience.

Clear path to partnership at an independently owned RIA. Leadership across investment operations, client service, technology, and finance will be essential, with a focus on scalability and enhancing client

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.