Growth-Oriented COO - Remote, Mission-Driven Wealth Firm

Talent Harbor; California; Remote; USD 180,000 - 240,000; Full time

Benefits offered by this job

Generous PTO

Educational stipend

401(k)

Job summary

Talent Harbor, a growing financial advisory partner, seeks a true GROWER to join as COO/Head of Operations. This role is remote, working in Pacific Time hours, partnering closely with the founder to turn growth vision into execution.

You will own day-to-day operations, build scalable systems, processes, and teams, and shape strategy to drive sustainable growth for an ambitious, mission-driven firm serving high-net-worth families.

Qualifications

• Proven senior leadership as COO/Head of Operations or equivalent.
• Experience scaling an independent RIA or wealth management firm toward $20M–$25M revenue.
• Strong operational ownership with focus on processes, systems, and performance.
• Strategic mindset with ability to anticipate needs and plan for growth.
• Leadership experience building leaders, KPIs, accountability, and execution standards.
• Deep understanding of financial advisory services for high-net-worth clients.
• Proactive, decisive leadership with bias for action in a fast-moving, remote environment.

Responsibilities

• Own day-to-day execution alongside the founder to free leadership's time for vision.
• Scale the business through stronger systems, processes, and people.
• Influence company-wide strategy and anticipate future needs.
• Lead a high-performing team and establish accountability with clear KPIs.

Skills

Senior leadership

Strategic thinker

Operational ownership

KPI management

Remote leadership

Wealth management knowledge

Job description

Talent Harbor, a growing financial advisory partner, seeks a true GROWER to join as COO/Head of Operations. This role is remote, working in Pacific Time hours, partnering closely with the founder to turn growth vision into execution.

You will own day-to-day operations, build scalable systems, processes, and teams, and shape strategy to drive sustainable growth for an ambitious, mission-driven firm serving high-net-worth families.