Chief Operating Officer jobs in United States
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Darden Wealth Group · 8 hours ago

Chief Operating Officer

positionAnn Arbor, MI
timeFull-time
remoteOnsite
seniorityDirector/Executive
date10+ years exp

Darden Wealth Group is a multi-family office specializing in wealth management for entrepreneurs and business owners. The Chief Operating Officer (COO) will oversee operational strategy, compliance initiatives, and training programs, driving scalable growth while ensuring regulatory integrity and operational excellence.

ConsultingFinancial ServicesWealth Management

Responsibilities

Collaborate with the CEO to develop and implement strategic business plans
Lead firm-wide initiatives to increase operational efficiency and scalability
Evaluate and implement new service lines, technologies, or client offerings
Implement and oversee regulatory compliance initiatives, ensuring alignment with SEC, FINRA, and other relevant authorities
Maintain internal controls and ensure firm-wide adherence to legal and ethical standards
Liaise with legal and compliance consultants as necessary
Design and implement internal training programs for new and existing employees to promote regulatory awareness, client service excellence, and business acumen
Foster a performance-driven culture with continuous learning and professional development
Manage and improve the daily operations of the business, including finance, HR, IT, and client onboarding
Work cross-functionally to develop KPIs, SOPs, and reporting tools to support growth and transparency
Apply knowledge of private equity, private credit, and/or investment banking to support investment strategy discussions and internal advisory processes
Collaborate with the investment team on due diligence, product development, and client-facing initiatives

Qualification

Private equityInvestment bankingCompliance programsFinancial regulationsLeadership skillsCommunication skillsInterpersonal skills

Required

Bachelor's degree in Finance, Business Administration, or related field
10+ years of progressive leadership experience, ideally within financial planning, private equity, private credit, or investment banking
Proven track record of leading compliance programs, operational transformations, and strategic initiatives
Deep understanding of financial regulations and risk management frameworks
Exceptional interpersonal, communication, and leadership skills

Preferred

MBA or advanced degree

Company

Darden Wealth Group

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Darden Wealth Group provides wealth management, financial planning, and retirement plan services.
dateFounded in 2018
location
Ann Arbor, Michigan, USA
people-size2-10 employees
web-link
https://dardenwealth.com

Funding

Current Stage
Early Stage

Leadership Team

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Andrea Darden, AAMS
CEO
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Company data provided by crunchbase