COO Integrator [HT-1059244]

LIFE WELL LIVED FINANCIAL GROUP

COO / INTEGRATOR

Are you a leader who loves helping growing businesses become bigger stronger and better Can you bring clarity and accountability when growth is moving faster than the people and systems around it When things get messy are you energized by simplifying making decisions staying a step ahead and helping people rise to what the business needs next Can you roll up your sleeves when needed without losing sight of the bigger picture or what is coming next If you are excited by the chance to help a close-knit team capitalize on a rare growth opportunity in its industry we want to talk to you!

Our ideal Integrator:

• Is decisive and action-oriented with the confidence to make decisions get people unstuck and keep things moving
• Thinks ahead does the homework and knows when the business needs more effort a smarter approach or a faster decision
• Believes in people and knows how to challenge develop and refocus them so they can grow with what the business needs next
• Is entrepreneurial at heart and gets energized by building improving and figuring things out as the business grows
• Naturally brings clarity and is comfortable challenging the Visionary and the team while staying kind thoughtful and easy to trust

Our ideal Integrator brings the confidence judgment and drive to help Life Well Lived Financial Group grow without slowing it down. You will help the team get stronger the business get simpler and the company stay ready for what comes next.

RESPONSIBILITIES

This role will help Life Well Lived Financial Group turn an extraordinary growth opportunity into a scalable high-performing business as the firm rapidly adds advisors acquires books of business and expands its team:

• Partner closely with the Visionary to turn long-term vision into clear priorities decisions and execution
• Lead the companys EOS operating rhythm and create consistent ownership accountability and follow-through
• Surface and solve issues early moving them from discussion to clear ownership and resolution
• Lead manage coach and develop the leadership team so leaders can grow with the business own their lanes and work effectively across functions
• Build the structure systems talent and specialist support needed to scale without overbuilding or relying on any one person
• Anticipate hiring capacity and infrastructure needs ahead of growth
• Strengthen and simplify core processes so they are repeatable Followed By All and support clear handoffs across the business
• Own financial visibility and use P&L profitability revenue drivers and business data to guide decisions
• Establish meaningful KPIs scorecards and reporting so leaders can manage performance and see problems sooner
• Lead the integration of new advisors acquired practices and major growth initiatives stepping into the work when needed while building leaders and systems that can carry it forward
• Ensure growth and operating decisions align with FINRA broker-dealer affiliation and other regulatory requirements
• Build a culture of accountability urgency continuous improvement and thoughtful execution while protecting Life Well Liveds values

* This is a full-time hybrid role based in Colorado Springs CO. *

QUALIFICATIONS

Required

• 5 years of senior leadership experience running a company division business unit or similar operating entity
• Experience helping lead a business through significant growth such as 30% year-over-year growth 2x growth in customers or business volume significant headcount expansion or similar
• Experience leading and developing managers and senior leaders during a period of growth or organizational change
• Experience scaling a business by building the people processes systems and tools needed for the next stage
• Experience managing a P&L and using financial performance to guide business decisions

Preferred

• Experience integrating acquisitions new business units or similar growth initiatives
• Experience in wealth management financial services or another regulated industry
• Experience with EOS Pinnacle Scaling Up or a similar operating system
• College degree

Desired

• Previous COO or EOS Integrator experience
• Direct experience in wealth management RIA or broker-dealer environments

THE COMPANY LIFE WELL LIVED FINANCIAL GROUP

Life Well Lived Financial Group is a wealth management firm that prioritizes living values and simplifying each clients financial journey. Their seasoned financial advisors bring extensive experience in wealth management and guide clients through a personalized planning process centered on life wealth legacy and strategy. With empathy and kindness and with integrity knowledge and experience Life Well Lived Financial Group is committed to helping clients achieve a Life Well Lived.

Core Values

1. Always Growing: We are always growing.
2. Kind and Thoughtful: Serve others with kindness and respect; Loyal to the team each other and practice vision
3. Lives Life to the Fullest: Live our wildest dreams!
4. Service to Community: Give back!

WHY WORK WITH US

Life Well Lived Financial Group is a values-led firm that takes growth seriously and gives strong leaders real room to make an impact. We invest in our people lead with kindness and thoughtfulness and are intentional about building for the future. Youll be joining a close-knit team at an exciting point in the companys story with a rare opportunity in the marketplace. There is real room to help shape what comes next while doing meaningful work alongside people who care about each other their clients and the communities they serve.

Salary: $170000 - $200000 performance-based bonus opportunities

Benefits: Medical insurance 401(k) matching 5 weeks PTO & paid holidays

Want to help build whats next for Life Well Lived Financial Group Apply today!