Future COO: Ops & Tech Leader

Orion Placement

Newport Beach (CA)

Hybrid

USD 180,000 - 225,000

Full time

14 days+

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Benefits offered by this job

Dental insurance

Life insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement in Newport Beach, CA, seeks an experienced wealth management operations leader to partner with the current COO in a structured succession plan toward the COO role. You will own and optimize the firm's wealth management technology ecosystem, including Addepar, Salesforce, Orion, RedBlack, eMoney, Broadridge/ProxyEdge, and Schwab Institutional.

The role requires 5+ years in operations within an RIA or family office, 2+ years Addepar administration, people management, and

Qualifications

5+ years of operations, business operations, or systems leadership experience within an RIA, wealth management firm, or family office.
2+ years of hands-on Addepar administration experience, including data management, reporting, configuration, troubleshooting, and system ownership.
People management experience is required.
Wealth management technology stack or business systems ownership experience is required.
Cross-functional project and vendor management experience is required.
Strong ability to manage multiple systems, priorities, stakeholders, and projects simultaneously.
Experience with Salesforce, Orion, RedBlack, eMoney, Broadridge, Schwab Institutional, or similar platforms is a plus.
RIA regulatory and compliance experience is a plus.

Responsibilities

Partner closely with the current COO as part of a structured leadership succession and knowledge-transfer process.
Own and optimize the firm's wealth management technology ecosystem, including Addepar, Salesforce, Orion, RedBlack, eMoney, Broadridge/ProxyEdge, and Schwab Institutional.
Serve as the firm's primary Addepar administrator and power user, overseeing data accuracy, reporting, configuration, integrations, and client-facing outputs.
Manage relationships with technology vendors and consultants, including licensing, pricing, upgrades, troubleshooting, and ongoing service.
Identify and implement opportunities to improve workflows through automation, AI, and technology integration.
Directly manage operations, accounting, and administrative employees, with responsibility expanding over time.
Participate in hiring, onboarding, coaching, performance management, and employee development.
Lead cross-functional projects from planning through completion, including technology rollouts, training, vendor transitions, and operational improvements.
Build project timelines, budgets, priorities, and status reporting for firm leadership.
Manage external vendors and contractors across operational, facilities, marketing, and administrative initiatives.
Support HR administration, benefits coordination, office operations, and compliance-related processes.
Gradually assume broader decision-making authority and firm-wide operational ownership in preparation for the COO role.
Develop strong relationships with employees, vendors, industry contacts, and other key stakeholders.
Help senior leadership translate the firm's strategic priorities into effective operational execution.