Chief Operating Officer

About the Firm:

Evertern Wealth is a founder-led, independent multi-family office based in Naples, Florida. The firm serves entrepreneurs, executives, and multi-generational families whose financial lives have grown more complex over time.

Evertern acts as its clients' CFO, integrating investment strategy, tax planning, estate design, and lifestyle coordination into one disciplined, evolving framework. Evertern is an SEC-registered investment adviser with no proprietary products and no competing interests. Client assets are held at Goldman Sachs Custody Solutions and Charles Schwab.

Evertern's team combines long-tenured professionals, some of whom have worked together for more than two decades, with the opportunity to help build a new firm. The name Evertern reflects what the firm stands for: something enduring that evolves with its clients across stages and generations.

Description:

The Chief Operating Officer (COO) is a senior leadership role responsible for overseeing the people, processes, technology, and infrastructure that support Evertern's continued growth and exceptional client experience. Working closely with the Founders and Executive Leadership team, the COO serves as the architect of the firm's operational platform, ensuring the business is scalable, efficient, compliant, and aligned with Evertern's long-term vision.

The COO is responsible for translating strategic priorities into operational execution, building a high-performing organization, and creating the systems and processes necessary to support the evolving needs of clients and team members. This individual will play a critical role in firm leadership, helping guide organizational development, financial management, technology initiatives, and business planning.

Duties and responsibilities include, but are not limited to:

Operational Leadership

• Oversee the day-to-day business operations of the firm to ensure efficient and consistent execution across all departments.
• Develop and implement operational strategies that support Evertern's growth objectives and client service standards.
• Establish, maintain, and improve workflows, processes, controls, and procedures to enhance scalability and efficiency.
• Monitor key business metrics and operational performance indicators to support data-driven decision making.
• Ensure operational alignment between advisory, client service, planning, tax coordination, and investment functions.

Strategic Business Management

• Partner with firm leadership to develop and execute strategic initiatives and long-term business plans.
• Evaluate organizational structure and operational resources to support future growth.
• Identify opportunities to improve productivity, profitability, and overall firm performance.
• Lead special projects, business initiatives, and change-management efforts across the organization.

Financial Oversight

• Partner with leadership to develop and manage the firm's annual operating budget.
• Oversee financial reporting, expense management, vendor management, and forecasting activities.
• Monitor firm profitability, cash flow, and operational expenses.
• Coordinate with outside accounting and tax professionals on financial reporting and tax matters.

Talent and Culture Management

• Oversee recruiting, onboarding, training, performance management, and employee development initiatives.
• Foster a culture of accountability, collaboration, continuous improvement, and exceptional client service.
• Support leadership succession planning and organizational development efforts.
• Ensure Human Resources policies, procedures, and employee programs remain aligned with firm objectives.

Technology and Vendor Management

• Lead technology strategy and operational systems initiatives to improve efficiency and enhance client experience.
• Manage relationships with custodians, technology providers, consultants, and key business partners.
• Oversee cybersecurity, business continuity planning, and operational risk management initiatives.
• Evaluate and implement new technologies that support firm growth and service delivery.

Compliance and Risk Management

• Partner with compliance resources and leadership to support regulatory obligations and best practices.
• Ensure proper operational controls are maintained across the organization.
• Assist in business continuity planning, vendor due diligence, and operational risk assessment.
• Promote a culture of compliance, accountability, and sound business practices.

Requirements and Qualifications:

• Bachelor's degree in Business, Finance, Accounting, Management, or a related field.
• Preferred: MBA or other advanced business degree.
• Preferred: 10 years of leadership experience within wealth management, financial services, family office, or RIA environments.
• Proven experience managing operations, technology, finance, and personnel within a growing organization.
• Strong financial acumen with experience in budgeting, forecasting, and business management.
• Exceptional leadership, communication, and relationship-building skills.
• Demonstrated ability to develop scalable processes and lead organizational change.
• Strong competency with Microsoft Outlook, Word, Excel, and firm technology platforms.
• Ability to balance strategic thinking with hands-on execution.
• High level of discretion, professionalism, and sound judgment.
• Energized by building organizations and improving operational excellence.
• Ability to work effectively in a fast-paced and evolving entrepreneurial environment.

Compensation and Benefits:

In addition to base pay, we offer the following benefits: health insurance, retirement plan, paid time off, and bonuses.

Evertern Wealth, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.