Chief Operating Officer

TruWest Holdings • Rocky River, OH

15d

About The Position

Chief Operating Officer oversee day-to-day operations and ensure smooth coordination across accounting, administrative, and investment functions. The ideal candidate will bring a strong background in finance, operations, tax, and private wealth management, and will act as the operational backbone of the office.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field (MBA, CFA, or CPA preferred)
• Minimum 7–10 years of experience in a family office, investment firm, private equity, or wealth management environment
• Demonstrated experience managing cross-functional teams and high-net-worth individuals
• High level of discretion, integrity, and professionalism
• Proficiency in financial software, reporting tools, and Excel
• Strong leadership and organizational skills
• Detail-oriented and analytical mindset
• Excellent communication and interpersonal abilities
• Trusted advisor capable of maintaining confidentiality and aligning with family values

Nice To Haves

• MBA
• CFA
• CPA

Responsibilities

• Operational Oversight and Governance Manage and streamline the day-to-day operations of the family office
• Supervise two in-house accountants
• Develop and maintain office policies, procedures, and governance control
• Financial & Investment Coordination Oversee execution and tracking of investments across multiple asset classes
• Coordinate with external advisors, legal counsel, tax professionals, accountants, and investment managers/advisors
• Review financial statements, investment reports, and tax filings prepared by accountants
• Monitor risk management
• Reporting & Compliance Produce timely regular reports and summaries for the Principal and family members
• Ensure regulatory and tax compliance across all entities and trusts
• Monitor capital flows, performance metrics, and financial forecasts
• Entity Management Oversee structure and governance of legal entities (LLCs, trusts, partnerships)
• Track ownership, cap tables, documentation, and intercompany relationships
• Manage banking relationships and ensure liquidity planning
• Strategic & Project Support Assist in evaluating new investment opportunities and business ventures
• Manage special projects, including philanthropic efforts, real estate, or private equity due diligence
• Act as liaison between family members and external stakeholders

What This Job Offers

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