Vibra Permanent Staffing Chief Operating Officer

Vibra Travels • Mechanicsburg, OH

3d

About The Position

Four Arrows Financial Group is seeking an experienced, hands-on Chief Operating Officer (COO) to serve as a key leadership partner to the Managing Partner/CEO. This is an opportunity for a people-focused, entrepreneurial operator who can bring structure, accountability, and operational discipline to a growing financial advisory firm. The COO will oversee the firm's internal operations while helping the CEO and advisors focus on client relationships, business development, and strategic growth. The ideal candidate is more than an administrator—they are an integrator who turns vision into execution, builds scalable systems, develops people, and helps position the organization for its next stage of growth.

Requirements

• Bachelor's degree required
• 7+ years of leadership experience in operations, human resources, business management, finance, or a related field.
• Proven experience managing operations, compliance coordination, finance functions, or a combination of these areas.
• Strong leadership, organizational, communication, and problem-solving skills.
• Ability to balance strategic thinking with hands-on execution.
• Comfortable wearing multiple hats in a boutique, entrepreneurial environment.
• Familiarity with RIA technology platforms, such as Redtail, Salesforce, Orion, Tamarac, Black Diamond, eMoney, or MoneyGuidePro.
• Ability to build relationships, hold people accountable, and drive initiatives through completion.

Nice To Haves

• MBA, CFP®, or CPA is a plus.
• Financial services experience is helpful

Responsibilities

• Oversee the firm's non-advisory operations and ensure the smooth, efficient delivery of client services.
• Translate strategic objectives into clear operational plans, processes, and accountability systems.
• Identify operational inefficiencies and implement systems and workflows that improve scalability, consistency, and productivity.
• Oversee and optimize the firm's technology platforms, including CRM, portfolio management, trading, and financial planning systems.
• Manage vendor relationships and ensure the firm utilizes resources effectively.
• Lead and support client service teams to ensure consistent, high-quality client experience.
• Build and refine processes that improve the client’s journey and allow advisors to spend more time with clients and on business development.
• Partner with advisors to ensure accurate and timely execution of client deliverables, including reviews, financial plans, and trades.
• Establish standards and processes that improve service quality, responsiveness, and efficiency.
• Partner with the firm's CCO or compliance consultant to support SEC and state regulatory compliance.
• Ensure policies, procedures, and documentation meet regulatory requirements and are consistently followed.
• Assist with audits, recordkeeping, policy updates, and maintenance of firm manuals.
• Oversee budgeting, cash flow, expense management, and vendor contracts.
• Monitor key performance indicators related to productivity, profitability, client retention, and operational performance.
• Support the CEO with strategic planning, forecasting, and long-term growth initiatives.
• Help establish financial and operational discipline that supports sustainable growth.
• Lead, mentor, and develop operations and client service team members.
• Establish clear expectations, accountability, and performance standards.
• Support recruiting, onboarding, and retention of high-performing employees.
• Foster a collaborative, client-focused, and solution-oriented culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive