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Chief Operating Officer (Family Office)

firstPRO, Inc
Boston, MA Full Time
POSTED ON 4/16/2026
AVAILABLE BEFORE 5/15/2026

I am working with a locally-based wealth & asset management client in Boston seeking a strong, operations focused Chief Operating Officer (COO) to work hand-in-hand with the CFO and Executive Committee.


This person would be accountable for all operational leadership of a family office wealth management firm of $10 billion AUM, including implementing workflow improvements, managing the firm's operational system, developing operational policies, and leading firm-wide projects.


Qualified applicants must hold US Citizen or Green Card status, and be comfortable commuting into the Boston office 2-3x per week.


Applicants must have:

  • Locale to the greater Boston area
  • 15 years of experience within investment/asset management, preferably at a small to mid-sized family office
  • Ability to lead RFP's for system implementations / technical savvy
  • Strong operational experience within a firm, including workflows, operational systems, policies, and strategy
  • Background within and/or knowledge of trust accounting


Compensation is up to $500K all-in (Base salary bonuses)

Salary : $500,000

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