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