Chief Operating Officer

Parcion Private Wealth is seeking a seasoned Chief Operating Officer (COO) or comparable to join our leadership team, assume the responsibilities of managing the daily operations, drive the operational efficiency and strategic growth of the firm.

The Chief Operating Officer will play a pivotal role in designing and optimizing the firm's operational framework, ensuring scalability and efficiency as we continue to grow. Reporting directly to the CEO, the COO will oversee the administrative and support functions, align operational activities with the firm's strategic vision, and champion initiatives to maintain a premier client experience. This role requires a dynamic leader who excels in strategy, execution, acquisition diligence and team leadership.

The COO will be responsible for overseeing our organization’s ongoing operations, compliance and administrative functions and to be an active partner in strategic initiatives to help the firm scale in a rapidly growing environment. This position will work with senior leadership to develop a future vision for the firm, implement processes and procedures and manage operations and compliance teams.

A key goal for the COO position is to ensure the smooth functioning of the business and to help drive sustainable growth. As a senior member of the firm, the COO will work closely with the CEO and Executive Committee. 

This role exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact and Opportunity. 

Parcion Private Wealth is a nationally recognized multi-family office for middle-market business owners and their families pre and post life-changing liquidity events, creating life simplification and clarity around what’s next.  We partner with business owners to unlock the true potential of their wealth, helping them keep more of what they’ve built for themselves, their families, and the causes they care about.

Parcion was established in 2019 and now manages over $2.5B AUM.  Our significant  growth trajectory has been generated by industry-leading organic growth. Parcion is the premier MFO with disciplined focus on UHNW business owners and their families.  The team has also grown, becoming known for functional experts and top advisors with technical proficiency, providing leadership to multi-generational families through the most significant and life-changing event of their lifetime.

We’re uniquely positioned for accelerated growth as a leading advisory firm for UHNW families seeking comprehensive wealth management and family office services; with our exclusive access to an extensive network of resource partners, we’re equipped to handle the most complex and sophisticated planning needs of the ultra-high net worth. Parcion uses a process-driven, client-centric approach to deliver a world-class experience to the families we serve.

As Parcion diversifies its next phase of growth to include both organic and inorganic strategies it aims for its next growth milestone. The firm provides an attractive opportunity for seasoned leadership and talent, with a sophisticated process-driven approach, a team-based culture and scalable in-house investment management.  Parcion continues to expand its impact, and legendary service to families in markets nationwide.

STRATEGIC LEADERSHIP AND INNOVATION:

•Collaborate with the CEO and the executive team to execute the firm's strategic business plan, aligning operational goals with the company's culture and vision.

•Develop and manage firm-wide policies, ensuring alignment with regulatory requirements and industry best practices.

•Oversee administrative and support functions, including compliance, human resources, and financial controls.

•Develop scalable operational frameworks to support growth, emphasizing agility and adaptability in a rapidly evolving financial landscape.

•Optimize organizational structure to support scalability, efficiency, and operational excellence.

OPERATIONAL EXCELLENCE:

•Establish and maintain metrics-driven accountability across teams to ensure efficiency and excellence.

•Lead the development, implementation, and communication of streamlined processes and procedures to drive accountability and efficiency.

•Oversee technology initiatives to enhance operational capabilities, leveraging innovation to maintain a competitive edge.

•Partner with the Director of Finance + Operations to develop the firm's operating budget, billing, facilities, and vendor relationships.

•Assume the firm’s Compliance leadership position as CCO and ensure firm-wide adherence to compliance standards and quality control measures. Work with internal team and outsourced Compliance partner

CLIENT EXPERIENCE:

•Uphold and enhance the firm's commitment to a premier client service deli