Chief Operating Officer

RWM & Company

Chief Operating Officer (COO) / Head of Operations & Integrator

Location: Pennsylvania (Hybrid/In-Office Preferred)

Reports To: Rob Morris, Managing Partner (Visionary)

About RWM & Company

RWM & Company is a rapidly growing, entrepreneurial accounting and advisory firm based in Pennsylvania and part of The Franklin Alliance, a national network of forward-thinking CPA firms committed to growth, innovation, and operational excellence.

Under the leadership of Rob Morris, RWM has built a strong foundation rooted in trust, quality, and strategic advisory. The firm is now entering its next stage of expansion, one focused on operational discipline, strategic growth, and seamless integration of future acquisitions. To support this vision, RWM is seeking a Chief Operating Officer (COO) to lead firm operations, integrate strategic initiatives, and ensure consistent performance across departments.

The Opportunity

This is a pivotal leadership role for an experienced operator who thrives in an environment of accountability, growth, and execution.

The COO will act as both Integrator and Head of Operations, the person responsible for running the business day-to-day, turning vision into reality, and ensuring all departments execute in alignment with the firm's goals.

This role combines operational excellence, integration leadership, and internal growth enablement ensuring RWM's marketing and sales efforts, led by Franklin Alliance's fractional CMO team (Fixyr), are executed with precision and consistency internally.

Key Responsibilities

1. Integrator & Executive Leadership

• Serve as the Integrator under the EOS-lite framework, driving firm-wide alignment and accountability.
• Translate Rob Morris's strategic vision into actionable quarterly and annual goals.
• Lead Level 10 meetings, manage scorecards, and ensure each department meets its KPIs.
• Own firm-wide P&L management and ensure profitability across service lines.
• Resolve cross-functional issues and remove barriers to performance and collaboration.

2. Operational Leadership

• Oversee all aspects of Operations including Client Managers, Accounting, Payroll, Tax, and Administration.
• Implement and enforce SOPs, standardized workflows, and consistent service delivery.
• Drive technology adoption and automation (Qount, Soraban, ADP, etc.) across the firm.
• Manage Prudent and other offshore partners to optimize resource utilization and efficiency.
• Build and monitor operational KPIs: utilization, realization, client turnaround time, and profitability.
• Lead capacity planning, project management, and continuous process improvement.

3. Growth Enablement (Partnership with Fixyr)

• Partner closely with Fixyr, Franklin Alliance fractional CMO team, to ensure that marketing and growth strategies are effectively executed within the firm.
• Hold internal teams accountable for timely delivery of marketing-related initiatives (content, client communication, campaigns, etc.).
• Oversee progress on lead generation, referral programs, and brand development efforts guided by Fixyr.
• Support Client Managers and department leads in executing internal sales and growth processes including client retention, upselling, and cross-selling.
• Provide data and feedback loops to Fixyr for continuous improvement of marketing and sales initiatives.
• Align internal operations with Fixyr's external growth campaigns to ensure consistent client experience and messaging.

4. M&A Integration Leadership

• Lead post-acquisition integration for new firms joining the RWM platform.
• Develop a repeatable 90-day integration playbook covering people, processes, and systems.
• Coordinate with Finance and HR during pre-close and post-close phases.
• Ensure cultural alignment, client transition success, and full operational integration.
• Track and report post-integration ROI and performance improvements.

5. Team Development & Leadership

• Lead, mentor, and coach department heads to drive performance and accountability.
• Build leadership capacity across service lines and strengthen firm culture.
• Partner with HR to optimize recruiting, onboarding, and performance review processes.
• Champion "The RWM Way" a culture of collaboration, quality, and ownership.

What Success Looks Like (12–18 Months)

Timeframe

Milestone

Key Outcomes

0–3 Months

Build firmwide operational visibility

Dashboards for key KPIs (utilization, realization, client turnaround) implemented

3–6 Months

Align operations with Fixyr-led growth strategy

Internal teams executing marketing deliverables and referral programs consistently

6–12 Months

M&A integration readiness

90-day post-acquisition playbook finalized and first integration executed successfully

12–18 Months

Scalable operations and performance

70% utilization, 80% realization, and 30% EBITDA margin achieved

Qualifications

• 10 years in professional services, accounting, or operational leadership roles.
• Proven track record of driving operational performance, accountability, and execution.
• Experience working cross-functionally with marketing or business development teams.
• Familiarity with EOS or similar operating systems strongly preferred.
• Prior M&A integration experience or multi-location firm leadership is a plus.
• Analytical, organized, and capable of managing both strategy and detail simultaneously.
• Strong people leadership and communication skills, a natural builder and unifier.

Compensation & Growth Path

• Base Salary: $150,000 – $180,000 (commensurate with experience)
• Performance Milestones:

$160K – Operational systems and KPI visibility implemented

$170K – Internal growth enablement infrastructure aligned with Fixyr in place

$180K – M&A integration executed successfully and firm profitability achieved

• Benefits: Comprehensive package via ADP TotalSource (health, 401K match, PTO, professional development, etc.)

Ideal Candidate

You are a strategic operator with commercial instincts, someone who thrives on creating clarity from complexity and delivering results through people and process.

You understand how to balance strategic vision with disciplined execution, leading cross-functional teams to perform at their highest level. You're energized by accountability, systems, and the satisfaction of seeing an organization scale efficiently.

You complement a visionary leader by serving as the executional backbone ensuring that every initiative, from marketing to M&A, is implemented, measured, and refined for maximum impact.

To Apply

Interested candidates or referrals can reach out to:

RMW & Company

Salary : $120,000 - $180,000