Chief Operating Officer (COO)

Chief Operating Officer (COO)
Location: Covington, KY (flexible with regular in-office presence)
Firm: Established Investment Management Firm (~$3.5B AUM)

Overview
We are seeking a Chief Operating Officer (COO) to partner with the firm’s two Managing Partners in driving operational excellence, strengthening infrastructure, and ensuring consistent execution across the business. This role focuses on operations, systems, and organizational effectiveness, with finance, compliance, and HR managed separately.

Key Responsibilities

• Translate strategic priorities into actionable plans and drive firm-wide execution
• Oversee core operations, including trade support, portfolio administration, and reporting
• Lead the firm’s information systems and technology stack (portfolio systems, data, reporting, integrations)
• Serve as a key liaison to distribution platforms, wirehouses, and third-party providers
• Improve operating efficiency, scalability, and business visibility

Qualifications

• 10–20+ years in investment or asset management
• Strong experience in investment operations and asset management technology platforms
• Proven ability to improve processes and drive execution in a lean organization

Profile

• Execution-oriented, highly organized operator
• Systems thinker with strong technology intuition
• Collaborative, low-ego leader with strong communication skills

Opportunity

• Direct partnership with firm leadership
• Broad impact across operations and systems
• Lean, high-responsibility environment with meaningful autonomy

Compensation
Competitive salary, incentive compensation, and potential long-term alignment

Apply
Please submit a resume and brief note of interest.

Benefits:

• 401(k)
• 401(k) matching
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement

Work Location: Hybrid remote in Covington, KY 41011