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Chief Operating Officer Family Office Jobs (NOW HIRING)

OCP

Chief Operating Officer

Lake Oswego, OR · On-site

Lake Oswego, Oregon Hybrid - minimum three days per week in office OCP is seeking an accomplished ... their families. We think it's a great place to work, and we think you will, too. If you are ...

State of Maryland

CHIEF OPERATING OFFICER

Baltimore, MD · On-site

$128K - $203K/yr

... their families, non-profits, providers, and advocates to ensure program effectiveness and ... Demonstrated experience engaging with top-level executive leadership, the Governor's Office, the ...

Illumination-Health-Home

$210 - $230/hr

... family programs. IH+H currently has 13+ facilities with 22+ micro-communities scattered across ... Reporting directly to the Chief Executive Officer (CEO), the COO is responsible for leading and ...

Ginger Cove

Chief Operating Officer (COO)

Annapolis, MD · On-site

$180 - $240/hr

Resident & Family ExperienceChampion an organization-wide commitment to exceptional resident ... Experience with electronic health records (EHR), operations software, and Microsoft Office Suite.

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Chief Operating Officer Family Office information

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How much do chief operating officer family office jobs pay per year?

As of Sep 7, 2026, the average yearly pay for chief operating officer family office in the United States is $151,203.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,500.00 and $185,000.00 per year, depending on experience, location, and employer.

What is a chief operating officer in a family office?

A Chief Operating Officer (COO) in a family office is a senior executive responsible for overseeing the day-to-day administrative and operational functions of the office. They work closely with the family and other executives to implement strategies, manage staff, ensure compliance, and optimize processes related to the family's wealth, investments, and personal affairs. The COO ensures that the office runs smoothly and efficiently, often coordinating between legal, financial, and personal service teams. Their role may also include risk management, human resources, and technology oversight. Ultimately, the COO helps the family office achieve its strategic goals while maintaining confidentiality and high standards of service.

What are the typical challenges a chief operating officer faces in a family office setting?

As a Chief Operating Officer in a family office, you may encounter unique challenges such as managing the complex needs of multiple family members, ensuring confidentiality, and adapting to evolving family dynamics. Balancing operational efficiency with highly personalized service expectations is key, as is integrating diverse investments and business interests under one cohesive strategy. Coordinating with legal, financial, and investment professionals while maintaining clear communication with stakeholders is essential for success in this multifaceted environment.

What are the key skills and qualifications needed to thrive as a chief operating officer in a family office, and why are they important?

To thrive as a Chief Operating Officer in a Family Office, you need extensive experience in operations management, financial oversight, and a strong understanding of private wealth administration, typically supported by a relevant degree and executive-level leadership experience. Familiarity with family office software platforms, risk management systems, and certifications such as CPA or CFA are often advantageous. Exceptional interpersonal skills, discretion, and strategic thinking set outstanding COOs apart in these highly personalized environments. These skills are critical for ensuring efficient operations, safeguarding family assets, and maintaining trust within complex, multi-generational family structures.

What does a chief operating officer family office do?

A Chief Operating Officer (COO) in a family office oversees daily operations, manages staff, implements strategic plans, and ensures efficient management of the family's assets and investments. They often coordinate with financial advisors, legal teams, and other professionals to maintain the family's wealth and legacy.
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Chief Operating Officer Family Office jobs near you
Infographic showing various Chief Operating Officer Family Office job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $151,203 per year, or $72.7 per hour.

Director of Operations & Technology - COO Succession Track

Orion Placement

Newport Beach, CA • Hybrid

$180K - $225K/yr

Full-time

Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Key responsibilities

  • Partner closely with the current COO as part of a structured leadership succession and knowledge-transfer process.

  • Own and optimize the firm's wealth management technology ecosystem, including Addepar, Salesforce, Orion, RedBlack, eMoney, Broadridge/ProxyEdge, and Schwab Institutional.

  • Lead cross-functional projects from planning through completion, including technology rollouts, training, vendor transitions, and operational improvements.

Job description

Pay: $180,000.00 - $225,000.00 per year

Why This Is a Great Opportunity

  • Step into a high-visibility leadership role with a defined path toward becoming Chief Operating Officer.
  • Work directly alongside the current COO through a structured succession and knowledge-transfer plan.
  • Take ownership of critical operations, technology, people, and cross-functional initiatives across the firm.
  • Become a key leader for Addepar and the broader wealth management technology ecosystem.
  • Help drive automation, AI adoption, process improvements, and smarter systems integration.
  • Lead people, vendors, projects, and firm-wide operational initiatives with increasing autonomy.
  • Join an established wealth management firm where your leadership can have a direct and lasting impact.

Location: Newport Beach, CA. This is an in-office leadership position Monday through Thursday, with the flexibility to work from home on Fridays.

Note: Candidates must have 5+ years of operations experience within an RIA, wealth management firm, or family office and 2+ years of hands-on Addepar administration experience. People management, wealth management technology/systems ownership, and cross-functional project/vendor management experience are also required.

About Us

We are an established, fee-only wealth management firm serving a select group of high-net-worth families and individuals across the United States. Our team provides comprehensive financial planning and investment management with a highly personalized, client-first approach. We value sound judgment, long-term relationships, collaboration, discretion, and excellence in everything we do. Confidential Employer.

Job Description

  • Partner closely with the current COO as part of a structured leadership succession and knowledge-transfer process.
  • Own and optimize the firm's wealth management technology ecosystem, including Addepar, Salesforce, Orion, RedBlack, eMoney, Broadridge/ProxyEdge, and Schwab Institutional.
  • Serve as the firm's primary Addepar administrator and power user, overseeing data accuracy, reporting, configuration, integrations, and client-facing outputs.
  • Manage relationships with technology vendors and consultants, including licensing, pricing, upgrades, troubleshooting, and ongoing service.
  • Identify and implement opportunities to improve workflows through automation, AI, and technology integration.
  • Directly manage operations, accounting, and administrative employees, with responsibility expanding over time.
  • Participate in hiring, onboarding, coaching, performance management, and employee development.
  • Lead cross-functional projects from planning through completion, including technology rollouts, training, vendor transitions, and operational improvements.
  • Build project timelines, budgets, priorities, and status reporting for firm leadership.
  • Manage external vendors and contractors across operational, facilities, marketing, and administrative initiatives.
  • Support HR administration, benefits coordination, office operations, and compliance-related processes.
  • Gradually assume broader decision-making authority and firm-wide operational ownership in preparation for the COO role.
  • Develop strong relationships with employees, vendors, industry contacts, and other key stakeholders.
  • Help senior leadership translate the firm's strategic priorities into effective operational execution.

Qualifications

  • 5+ years of operations, business operations, or systems leadership experience within an RIA, wealth management firm, or family office.
  • 2+ years of hands-on Addepar administration experience, including data management, reporting, configuration, troubleshooting, and system ownership.
  • People management experience is required.
  • Wealth management technology stack or business systems ownership experience is required.
  • Cross-functional project and vendor management experience is required.
  • Strong ability to manage multiple systems, priorities, stakeholders, and projects simultaneously.
  • Excellent organizational skills, attention to detail, judgment, discretion, and communication.
  • Experience with Salesforce, Orion, RedBlack, eMoney, Broadridge, Schwab Institutional, or similar platforms is a plus.
  • RIA regulatory and compliance experience is a plus.
  • Bachelor's degree and credentials such as CFA, CFP, or PMP are welcomed but not required.

Why You Will Love Working Here

This is a rare opportunity for an experienced wealth management operator to step into a meaningful executive leadership track. You will work directly with the current COO, gain visibility into every major operational function of the firm, and progressively assume responsibility with the ultimate goal of becoming COO. Your work will directly shape the firm's people, technology, systems, processes, and future growth.

JPC-1884

Benefits:

  • Dental insurance
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance