Chief Operating Officer

For our client, we are seeking a Chief Operating Officer to join the team of a leader in the Finance & Insurance space.

This leader will play a central role in guiding day-to-day operations while helping shape the firm’s long-term strategic direction. The position requires a hands-on executive who can build scalable processes, strengthen organizational structure, and support continued growth. The successful candidate will work closely with ownership and cross-functional teams to drive operational excellence, client experience, and post-acquisition integration.

Location:

Greenwich, CT - US based candidates only, no visa sponsorship available

Compensation: $208,333 – $250,000 annually

• Partner with ownership to execute the firm’s long-term strategic plan
• Design scalable operational processes and improve workflows across every department
• Recruit, hire, and onboard team members while developing organizational structure
• Lead operational integration for acquisitions and manage technology conversions
• Ensure a consistent, high-touch client experience while tracking service metrics

• Bachelor’s degree required; MBA preferred
• 10+ years of leadership experience
• Experience scaling a business from approximately $500 million to more than $2 billion in assets preferred
• Strong financial acumen and project management abilities
• Exceptional leadership skills with a process improvement mindset

• Opportunities for long-term incentive benefits and retirement plans
• Significant opportunity for career growth as the firm expands
• Work directly with firm founders, influencing strategy and operations

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.