Strategic Growth COO for Wealth Management

CMC Recruiting; Chicago (IL); On-site; USD 225,000 - 275,000; Full time

Job summary

CMC Recruiting's client, a boutique wealth management firm in Chicago, seeks an experienced Chief Operating Officer to lead operations and drive disciplined execution.

The COO will translate growth objectives into structure, build operating systems, KPIs, and align people and processes while maintaining an exceptional client experience. This hands-on, entrepreneurial role requires comfort with ambiguity and accountability to scale the business.

Qualifications

• 10+ years of leadership in financial services or wealth management.
• Proven track record scaling a growth-focused organization.
• Experience with EOS/Traction or similar operating framework.
• Strong budgeting, metrics, and operational reporting experience.
• Excellent stakeholder management and communication skills.

Responsibilities

• Partner with ownership to translate strategy into execution.
• Oversee operations and ensure cross-team alignment.
• Implement operating systems and KPIs for accountability.
• Drive efficiency, scalability, and client experience.
• Support M&A diligence and integration as needed.
• Lead risk management and compliance oversight.
• Develop leadership depth and accountability across the organization.

Skills

Leadership

Strategic thinking

Financial acumen

Communication

Problem solving

Team leadership

Tools

EOS/Traction.

Job description

CMC Recruiting's client, a boutique wealth management firm in Chicago, seeks an experienced Chief Operating Officer to lead operations and drive disciplined execution.

The COO will translate growth objectives into structure, build operating systems, KPIs, and align people and processes while maintaining an exceptional client experience. This hands-on, entrepreneurial role requires comfort with ambiguity and accountability to scale the business.