COO
We are seeking a dynamic and strategic COO/CFO to serve as a key member of the executive leadership team for a growing ESOP Trust company. This role combines operational, financial, and strategic leadership responsibilities with hands-on execution across core business functions. The ideal candidate will bring deep expertise in the wealth, trust, fiduciary, or adjacent financial services sectors and a proven ability to scale operations while maintaining strong governance and compliance frameworks.
This leader will oversee Operations, Finance, Accounting, HR, IT, Governance, Compliance, and enterprise-wide project management while driving execution against strategic priorities and business objectives.
Key Responsibilities
Executive Leadership & Strategy
- Partner with the CEO and Board to define and execute the company's strategic vision and long-term growth plans
- Translate strategy into actionable operational and financial plans with measurable outcomes
- Lead cross-functional initiatives to improve scalability, efficiency, and client service delivery
- Serve as a trusted advisor on business performance, risks, and opportunities
Operations & Business Management
- Oversee day-to-day operations of the ESOP trust platform, ensuring efficiency, accuracy, and scalability
- Develop and implement operational policies, procedures, and performance standards
- Establish KPIs and operational metrics to track performance and drive continuous improvement
- Ensure high-quality service delivery aligned with fiduciary responsibilities and client expectations
Finance & Accounting
- Lead all financial functions, including budgeting, forecasting, financial planning, and analysis
- Oversee accounting operations, financial reporting, audits, and internal controls
- Ensure accurate and timely financial statements in accordance with applicable standards
- Manage cash flow, capital planning, and financial risk
- Provide strategic financial insights to support decision-making and growth initiatives
Governance, Risk & Compliance
- Ensure adherence to fiduciary standards, regulatory requirements, and internal governance frameworks
- Oversee compliance with applicable laws and regulations relevant to trust and ESOP administration
- Partner with legal and compliance teams to mitigate risk and maintain strong control environments
- Support Board governance processes, reporting, and documentation
Human Resources & Organizational Development
- Oversee HR strategy including talent acquisition, performance management, compensation, and culture
- Build and develop high-performing teams across all functional areas
- Ensure alignment between organizational structure and strategic priorities
- Promote a culture of accountability, collaboration, and continuous improvement
Technology & Systems (IT)
- Oversee IT strategy, infrastructure, and systems supporting trust operations and financial management
- Ensure systems are secure, scalable, and aligned with business needs
- Drive digital transformation initiatives to enhance efficiency and client experience
Project & Program Management
- Serve as enterprise project manager across key business initiatives
- Drive execution against strategic initiatives, deliverables, and deadlines
- Coordinate cross-departmental efforts to ensure timely and successful project completion
- Monitor progress, identify risks, and implement corrective actions as needed
Vendor & Partner Management
- Manage relationships with external vendors, advisors, and service providers
- Negotiate contracts and oversee vendor performance against SLAs
- Ensure third-party partners align with company standards for quality, compliance, and cost-efficiency
Qualifications
- Minimum 8+ years of experience in wealth management, trust services, fiduciary services, ESOP administration, or an adjacent financial services vertical
- Proven experience in a senior leadership role with oversight of operations and finance
- Strong knowledge of accounting, financial reporting, and regulatory compliance frameworks
- Experience in ESOP, trust administration, or fiduciary services strongly preferred
- Demonstrated ability to manage multiple business functions simultaneously
- Track record of leading complex projects and scaling operational infrastructure
- Exceptional leadership, communication, and decision-making skills
- Experience managing and developing high-performing teams
Preferred Credentials
- CPA, CFA, or MBA strongly preferred
- Experience working with or reporting to Boards and governance committees
- Familiarity with regulatory environments applicable to trust companies and fiduciary institutions
Key Competencies
- Strategic and analytical thinker with strong execution capabilities
- Operational excellence and process optimization mindset
- Financial acumen and risk management expertise
- Strong project management and organizational skills
- Collaborative leadership with high emotional intelligence
- Integrity and commitment to fiduciary responsibility
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
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