COO / Integrator [HT-1059244]

VisionSpark•Colorado Springs, CO

12d•$170,000 - $200,000•Hybrid

About The Position

This role will help Life Well Lived Financial Group™ turn an extraordinary growth opportunity into a scalable, high-performing business as the firm rapidly adds advisors, acquires books of business, and expands its team. The COO/Integrator will partner closely with the Visionary to translate long-term vision into clear priorities, decisions, and execution. They will lead the company’s EOS operating rhythm, creating consistent ownership, accountability, and follow-through. This position involves surfacing and solving issues early, leading, managing, coaching, and developing the leadership team, and building the necessary structure, systems, talent, and specialist support for scaling. The role requires anticipating hiring, capacity, and infrastructure needs ahead of growth, strengthening and simplifying core processes, and owning financial visibility using P&L, profitability, revenue drivers, and business data to guide decisions. Establishing meaningful KPIs, scorecards, and reporting is also key. The Integrator will lead the integration of new advisors, acquired practices, and major growth initiatives, stepping into the work when needed while building leaders and systems. Ensuring growth and operating decisions align with FINRA, broker-dealer, affiliation, and other regulatory requirements is crucial. The role also focuses on building a culture of accountability, urgency, continuous improvement, and thoughtful execution while protecting Life Well Lived’s values.

Requirements

5+ years of senior leadership experience running a company, division, business unit, or similar operating entity
Experience helping lead a business through significant growth, such as 30%+ year-over-year growth, 2x+ growth in customers or business volume, significant headcount expansion, or similar
Experience leading and developing managers and senior leaders during a period of growth or organizational change
Experience scaling a business by building the people, processes, systems, and tools needed for the next stage
Experience managing a P&L and using financial performance to guide business decisions

Nice To Haves

Experience integrating acquisitions, new business units, or similar growth initiatives
Experience in wealth management, financial services, or another regulated industry
Experience with EOS, Pinnacle, Scaling Up, or a similar operating system
College degree
Previous COO or EOS Integrator experience
Direct experience in wealth management, RIA, or broker-dealer environments

Responsibilities

Partner closely with the Visionary to turn long-term vision into clear priorities, decisions, and execution
Lead the company’s EOS operating rhythm and create consistent ownership, accountability, and follow-through
Surface and solve issues early, moving them from discussion to clear ownership and resolution
Lead, manage, coach, and develop the leadership team so leaders can grow with the business, own their lanes, and work effectively across functions
Build the structure, systems, talent, and specialist support needed to scale without overbuilding or relying on any one person
Anticipate hiring, capacity, and infrastructure needs ahead of growth
Strengthen and simplify core processes so they are repeatable, Followed By All, and support clear handoffs across the business
Own financial visibility and use P&L, profitability, revenue drivers, and business data to guide decisions
Establish meaningful KPIs, scorecards, and reporting so leaders can manage performance and see problems sooner
Lead the integration of new advisors, acquired practices, and major growth initiatives, stepping into the work when needed while building leaders and systems that can carry it forward
Ensure growth and operating decisions align with FINRA, broker-dealer, affiliation, and other regulatory requirements
Build a culture of accountability, urgency, continuous improvement, and thoughtful execution while protecting Life Well Lived’s values