Head of Operations / Integrator

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

We are partnering with a growing, mission-driven financial advisory firm serving high-net-worth families, and we're looking for a true GROWER - a strategic, growth-minded operator who knows how to turn vision into execution and build a business for its next stage of growth.

This is not a typical Head of Operations role: We're looking for a proven financial services leader who has helped scale an independent RIA or wealth management firm and is ready to take ownership of the business alongside its founder.

A note on our culture: We are a faith-based organization with a strong commitment to serving families, creating abundance, and giving back. We deeply respect candidates who can work thoughtfully and authentically within a faith-driven environment and appreciate the purpose behind our mission. Alignment with our values of integrity, accountability, proactive service, and meaningful impact is important.

What makes this role different?

• You will be the operational right hand to the founder, taking ownership of day-to-day execution so leadership can focus on vision and growth.
• You will help scale the business through stronger systems, processes, people, and operational infrastructure.
• You will influence company-wide strategy, identify opportunities, and anticipate what the business needs next.
• You will lead a high-performing team, establish accountability, and drive measurable results.
• You will have the opportunity to shape the next chapter of a growing financial services firm with a meaningful mission.

Must-Have experience

• Proven senior leadership experience as a COO, Head of Operations, Integrator, or equivalent.
• Demonstrated success scaling an independent RIA or financial services firm, ideally toward $20M-$25M in revenue.
• Strong operational ownership, with experience improving processes, systems, workflows, and organizational performance.
• Strategic mindset with the ability to see the bigger picture, anticipate challenges, and build for future growth.
• Experience leading teams, developing leaders, and establishing KPIs, accountability, and execution standards.
• Strong understanding of financial advisory services, wealth management, and the expectations of high-net-worth clientele.
• A proactive, decisive leadership style with a strong bias for action and the ability to move quickly.

What we're looking for

Someone who is a GROWER, not just a maintainer.

• A strategic thinker who sees beyond day-to-day operations and knows how to prepare a business for its next stage.
• An execution-driven leader who brings structure without slowing down momentum.
• A proactive problem-solver who anticipates needs, takes ownership, and follows through.
• A confident, humble, and high-integrity partner who can challenge ideas, make decisions, and build trust.
• Someone comfortable working in a fast-moving, fully remote environment and partnering closely with a founder.
• A leader who values continuous improvement, team development, and sustainable growth.
• Competitive base salary + bonus potential.
• Fully remote.
• Must be able to work Pacific Time (PST) hours.
• Generous PTO, educational stipend, and 401(k).
• Long-term opportunity to grow alongside an ambitious, mission-driven organization.

Our process include:

• Talent Harbor interview
• First Interview with CEO
• Assessment
• Second Interview with Leadership Team
• Pre-employment Criminal Background Check
• Final Interview and offer Conversation

If you've helped scale a financial advisory business, know how to build the operational foundation for growth, and are ready to become a true strategic partner to a founder - we want to hear from you.