Chief Operations Officer | Austin, Texas

Reference Number: KL6708
Location: Austin, Texas

Judson Group has partnered with a growing financial management firm to add a Chief Operations Officer to their team. This individual provides leadership in conjunction with the Executive Team and is charged with overseeing and coordinating the firm’s day-to-day management. This position takes a leadership role in the vision and strategic plans to help shape its future growth and development.


  • Provide overall leadership and managerial ownership of the firm’s day-to-day business functions.
  • Develop the ongoing business plan that implements the vision and strategic direction of the firm, including performance management, long range capacity and resource
  • Initiate and oversee major strategic firm projects and assign responsibilities for implementation.
  • Comprehensively monitor the firm’s day to day operations and implement necessary strategic adjustments to structure, process, systems and organizational
  • Oversee and manage the resources required for the business’ current function and future growth.
  • Work to ensure maximum and efficient use of the firm’s technology resources.
  • Oversee the firm’s relationships with external resource providers & vendors.


  • BA/BS Degree; advanced degree and/or designations preferred.
  • 5+ years of operations experience with a financial planning firm, family office, or RIA.
  • Proficiency with technology and Microsoft Office; experience with CRM, and ideally some financial management or business planning systems.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation: Competitive compensation, bonus, and benefits package

Location: Austin, Texas

Reference Number: KL6708

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