Chief Operating Officer (COO)

Team Architects • Los Angeles, CA

170d

About The Position

Virtuity is a well-established financial services firm with over two decades of experience specializing in risk mitigation, insurance solutions, investment strategy, and wealth management. We are committed to empowering individuals to build their own businesses while providing trusted financial guidance to both Middle America and high-net-worth clients. With ambitious plans for continued growth, we focus on expanding our reach and impact within the industry. We are seeking a dynamic, hands-on Chief Operating Officer (COO) who can bring operational excellence, energy, and execution to support company scale. You’ll work directly with the founder to optimize systems, improve processes, manage key initiatives, and drive organizational growth. Ideal candidates are operational powerhouses who thrive in fast-paced environments, are tech-savvy, and have no fear of wearing multiple hats.

Requirements

• Minimum 5 years of experience in a senior operational leadership role (COO, VP of Operations, Director of Operations, or similar) within a fast-paced or growth-focused organization.
• Proven success in building, optimizing, and scaling operational systems and processes to support growth.
• Strong business knowledge across key functions including finance, HR, marketing, technology, and sales.
• Excellent project management and organizational skills with the ability to manage multiple priorities effectively.
• Proficiency with technology tools, including workflow automation, AI platforms, CRM systems, and marketing platforms.
• Exceptional written and verbal communication skills.
• Strong interpersonal skills with a warm, positive, and upbeat personality that aligns with a collaborative, growth-minded culture.
• Ability to analyze data, solve problems, and make informed, strategic decisions.
• Willingness to travel approximately 4 weeks per year for company events, conferences, or training.

Nice To Haves

• Experience in financial services, insurance, or related industries.
• Current Life, Health, or Insurance license.
• Familiarity with agent-based business models and scaling recruitment or sales teams.
• Hands-on experience with app development projects or implementing new CRM tools.
• Bachelor’s degree in Business Administration or related field; MBA preferred.

Responsibilities

• Develop and implement operational strategies, systems, and processes that align with company goals and support rapid growth.
• Overhaul and build scalable workflows for recruiting, onboarding, training, and agent development.
• Lead and manage cross-functional departments including operations, finance, HR, sales, and marketing—ensuring alignment and efficiency across all teams.
• Analyze current operations, internal workflows, and tech tools; recommend and implement process improvements for better efficiency and scalability.
• Assist in developing internal technology solutions, such as an app or CRM tools, to enhance productivity and operational oversight.
• Monitor company performance through KPIs and operational metrics; identify areas for optimization and track progress toward growth targets.
• Oversee budgeting, forecasting, and resource planning to maintain profitability and sustainable growth.
• Collaborate closely with the CEO on strategic initiatives, business planning, and long-term vision execution.
• Lead change management efforts and foster a culture of accountability, collaboration, and continuous improvement.
• Ensure compliance with legal, regulatory, and risk management standards across the organization.
• Support hiring, training, and team performance management processes in collaboration with HR and department leads.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: Bachelor's degree