Chief Operating Officer

1 week ago

Rocky River, Ohio, United States TruWest Company, LLC. Full time $120,000 - $250,000 per year

Chief Operating Officer

oversee day-to-day operations and ensure smooth coordination across accounting, administrative, and investment functions. The ideal candidate will bring a strong background in finance, operations, tax, and private wealth management, and will act as the operational backbone of the office.

Key Responsibilities:

  • Operational Oversight and Governance
  • Manage and streamline the day-to-day operations of the family office
  • Supervise two in-house accountants
  • Develop and maintain office policies, procedures, and governance control

Financial & Investment Coordination

  • Oversee execution and tracking of investments across multiple asset classes
  • Coordinate with external advisors, legal counsel, tax professionals, accountants, and investment managers/advisors
  • Review financial statements, investment reports, and tax filings prepared by accountants
  • Monitor risk management

Reporting & Compliance

  • Produce timely regular reports and summaries for the Principal and family members
  • Ensure regulatory and tax compliance across all entities and trusts
  • Monitor capital flows, performance metrics, and financial forecasts

Entity Management

  • Oversee structure and governance of legal entities (LLCs, trusts, partnerships)
  • Track ownership, cap tables, documentation, and intercompany relationships
  • Manage banking relationships and ensure liquidity planning

Strategic & Project Support

  • Assist in evaluating new investment opportunities and business ventures
  • Manage special projects, including philanthropic efforts, real estate, or private equity due diligence
  • Act as liaison between family members and external stakeholders

Qualifications:

  • Bachelor's degree in Finance, Accounting, Business Administration, or related field (MBA, CFA, or CPA preferred)
  • Minimum 7–10 years of experience in a family office, investment firm, private equity, or wealth management environment
  • Demonstrated experience managing cross-functional teams and high-net-worth individuals
  • High level of discretion, integrity, and professionalism
  • Proficiency in financial software, reporting tools, and Excel

Personal Attributes:

  • Strong leadership and organizational skills
  • Detail-oriented and analytical mindset
  • Excellent communication and interpersonal abilities
  • Trusted advisor capable of maintaining confidentiality and aligning with family values

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

  • People Operations Specialist

    2 weeks ago

    Rocky River, Ohio, United States World Shipping, Inc. Full time $60,000 - $90,000 per year

    About World Group:World Group was founded over 60 years ago as a pioneer in vessel agency services on the Great Lakes. Today, we are home to a portfolio of globally trusted brands that deliver customers end-to-end supply chain and logistics solutions, backed by innovative technology to provide visibility and data like never before. With industry-leading...

  • People Operations Specialist

    6 days ago

    Rocky River, Ohio, United States World Group Full time

    About World Group:World Group was founded over 60 years ago as a pioneer in vessel agency services on the Great Lakes. Today, we are home to a portfolio of globally trusted brands that deliver customers end-to-end supply chain and logistics solutions, backed by innovative technology to provide visibility and data like never before. With industry-leading...

  • Part Time- Personal Assistant

    2 weeks ago

    Rocky River, Ohio, United States TruWest Company, LLC. Full time $35,000 - $55,000 per year

    TruWest Companies seeks a Part-Time Personal Assistant to support a key member of our family-owned business. This role involves handling errands, office tasks, scheduling, and communication to ensure smooth operations.Working Hours:Part-time (24 hours per week). Monday/Wednesday/Friday 8:00a.m. to 5:00p.m.Flexible hours, occasional evenings or weekends may...

  • Universal Banker

    2 weeks ago

    Rocky River, Ohio, United States First Federal Lakewood Full time $60,000 - $80,000 per year

    Position Summary:The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. We are looking for a level 2 or 3 for this posting.Level 2...

  • Deli Associate

    1 week ago

    Rocky River, Ohio, United States Heinen's Grocery Store Full time $25,000 - $40,000 per year

    Company OverviewFounded in 1929, Heinen's is a premier grocery store chain noted for its quality products and outstanding customer service. Heinen's has now welcomed the fourth generation of owners into the company, which operates 23 stores (19 in Cleveland, Ohio and 4 in Chicago, Illinois), two distribution warehouses, one food production plant, and a...

  • Starbucks Lead

    7 days ago

    Rocky River, Ohio, United States Giant Eagle Full time

    Job SummaryStarbucks Leads are key players in developing Starbucks and its Baristas, who combine the perfect blend of aromatic coffees and specialty beverages. In addition to providing unparalleled customer service and supporting the Perishable Team Leader, they stay on top of department records, processes, standards and methods. To thrive in this position,...

  • Territory Account Manager, Northern California

    18 hours ago

    Rocky River, Ohio, United States Roundstone Full time

    Position: Territory Salesperson, Northern California & Northern NevadaFounded in 2003, Roundstone is not your typical insurance company. We're on a mission to help employers save on healthcare benefits so they can put those savings towards bettering their businesses and taking care of their employees.Role Description:As a key driver of growth on our Sales...

  • Manufacturing Supervisor

    15 hours ago

    Grand River, Ohio, United States Consolidated Precision Products Corp Full time

    If you would love to be part of a company that is poised for substantial growth with opportunities for career advancement, then working for CPP may be the right fit for you Join a results-oriented workplace that strives for success through innovation, collaboration, and teamwork.Consolidated Precision Products (CPP) Eastlake is an investment casting foundry...

  • Chief Operations Officer

    4 weeks ago

    Gold River, United States Visions In Education Full time

    Visions In Education is looking for a Chief Operations Officer to join us in serving our employees and programs. The Chief Operations Officer will be responsible for driving strategic leadership on all matters related to effective business/technology operations, including: operations and supply‑chain management optimization, process improvement, financial...

  • Chief Operating Officer

    3 weeks ago

    North Great River, United States Mercy Haven, Inc. Full time

    Join a Meaningful Profession with Mercy Haven! Discover the difference between a job and a fulfilling career by becoming a vital part of Mercy Haven's mission. We are dedicated to providing homes and services to diverse populations in crisis, including those living with mental illness, homeless families, veterans, domestic violence victims and the elderly....

  • Chief Medical Officer, Community Medical Center

    19 hours ago

    Toms River, United States RWJBarnabas Health Full time

    Job Title: Chief Medical OfficerLocation: CMC SupportDepartment Name: AdministrationReq #: 0000208144Status: SalariedShift: DayPay Range: $300,000.00 - $500,000.00 per yearPay Transparency:The above reflects the anticipated annual salary range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position...

  • Chief Medical Officer, Community Medical Center

    3 weeks ago

    Toms River, United States RWJBarnabas Health Full time

    Chief Medical Officer, Community Medical Center Req #: 0000208144 Category: Senior Leadership (VP+) Status: Full-Time Shift: Day Facility: Community Medical Center Department: Administration Pay Range: $300,000.00 - $500,000.00 per yearLocation: 99 Highway 37 West, Toms River, NJ 08755 Job Title: Chief Medical Officer Location: CMC Support Department Name:...

  • Chief Medical Officer, Community Medical Center

    2 weeks ago

    Toms River, United States Community Medical Center Full time

    Job Title: Chief Medical Officer Location: CMC Support Department Name: Administration Req #: 0000208144 Status: Salaried Shift: Day Pay Range: $300,000.00 - $500,000.00 per year Pay Transparency: The above reflects the anticipated annual salary range for this position if hired to work in New Jersey. The compensation offered to the candidate selected for...

  • Chief Medical Officer, Community Medical Center

    1 day ago

    Toms River, NJ, United States RWJBarnabas Health Full time

    Chief Medical Officer, Community Medical Center Req #: 0000208144 Category: Senior Leadership (VP+) Status: Full-Time Shift: Day Facility: Community Medical Center Department: Administration Pay Range: $300,000.00 - $500,000.00 per yearLocation: 99 Highway 37 West, Toms River, NJ 08755 Job Title: Chief Medical Officer Location: CMC Support...

  • Chief Medical Officer, Community Medical Center

    1 week ago

    Toms River, NJ, United States RWJBarnabas Health Full time

    Chief Medical Officer, Community Medical Center Req #: 0000208144 Category: Senior Leadership (VP+) Status: Full-Time Shift: Day Facility: Community Medical Center Department: Administration Pay Range: $300,000.00 - $500,000.00 per yearLocation: 99 Highway 37 West, Toms River, NJ 08755 Job Title: Chief Medical Officer Location: CMC Support...

  • Chief Financial Officer

    2 weeks ago

    Fall River, MA, United States People Incorporated Full time

    Chief Financial Officer Salary 180K-200K People, Incorporated is a human service Agency serving the Southcoast community, including the Greater Fall River, New Bedford, and Taunton areas. As a partnership of specialized, integrated programs, we provide unique opportunities to people with life challenges. Since our inception in 1968, we have been one of the...

  • Chief Financial Officer

    3 days ago

    Fall River, MA, United States People Incorporated Full time

    Chief Financial Officer Salary 180K-200K People, Incorporated is a human service Agency serving the Southcoast community, including the Greater Fall River, New Bedford, and Taunton areas. As a partnership of specialized, integrated programs, we provide unique opportunities to people with life challenges. Since our inception in 1968, we have been one of the...

  • Chief Financial Officer

    7 days ago

    Fall River, MA, United States People Incorporated Full time

    Chief Financial Officer Salary 180K-200K People, Incorporated is a human service Agency serving the Southcoast community, including the Greater Fall River, New Bedford, and Taunton areas. As a partnership of specialized, integrated programs, we provide unique opportunities to people with life challenges. Since our inception in 1968, we have been one of the...