HRCoach · 2 hours ago
Chief Operating Officer
Atlanta, GA, 30328, US
Full-time
Hybrid
Director/Executive
$180K/yr - $200K/yrHRCoach is a growing private wealth advisory practice seeking a strategic, execution-driven Chief Operating Officer to partner closely with the Founder in leading and scaling the business. The COO will be responsible for turning ideas into structured plans, driving implementation, managing team performance, and ensuring the practice continues evolving as a scalable, enterprise-level business.
Human Resources
Responsibilities
Translate the Founder’s vision and ideas into actionable strategic plans with clear timelines, metrics, and accountability
Lead initiatives that drive revenue growth, operational efficiency, and scalability
Identify future talent needs and partner on hiring decisions (sales manager, operations, planning, etc.)
Serve as a thought partner who can challenge assumptions and offer better solutions when needed
Oversee all day-to-day operational functions of the practice
Build structure, processes, and systems that create consistency and support growth
Manage workflows, project execution, and internal accountability across the team
Ensure the Founder is free to focus on high-value client relationships and leadership where needed
Monitor key performance indicators, including production, pipeline activity, and advisor metrics
Hold advisors and team members accountable to expectations, targets, and reporting
Conduct performance discussions when activity or output declines
Over time, assume responsibility for understanding and managing firm financials, P&L, budgeting, and profitability drivers
Use data to inform operational and strategic decisions
Identify opportunities for investment, cost efficiency, or restructuring
Serve as a stabilizing presence in the office—setting tone, expectations, and accountability
Build trust with the team and with the Founder through clear communication and consistent follow-through
Model a high-performance, professional, and growth-oriented culture
Help transform the practice from a lifestyle model to an enterprise model
Confidently run the practice during extended periods when the Founder is traveling or abroad
Maintain strong communication cadence and ensure issues are escalated only when necessary
Qualification
Required
Proven leadership experience in operations, practice management, or business management
Strong ability to create structure, implement systems, and hold teams accountable
Exceptional communication skills with the ability to challenge, advise, and partner with a Founder
Experience managing people, driving performance, and executing complex initiatives
High integrity and ability to build trust over time, especially in sensitive areas like financial oversight
Preferred
Financial services experience, particularly in a wealth management or advisory environment
Ameriprise experience (Home Office or field), due to the complexity and unique systems within the platform
Prior experience in a C-suite or second-in-command role
In-office presence in Atlanta; remote candidates will be considered only if exceptionally strong and highly experienced
Ability to manage independent work while keeping leadership informed
Benefits
Full benefits package
Company
HRCoach
HRCoach - helping you be a better people-manager.
Founded in 2011
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Cate DeLaRosa
Founder and CEO
Company data provided by crunchbase