Greenwood Gearhart · 10 hours ago
Chief Operating Officer
Fayetteville, AR
Full-time
Onsite
Director/Executive
10+ years expGreenwood Gearhart is a premier registered investment advisory firm dedicated to delivering fiduciary-driven wealth management services. They are seeking a seasoned and strategic Chief Operating Officer to provide enterprise-level leadership across operations, technology, and organizational effectiveness, ensuring exceptional client experiences while supporting sustainable growth.
AdviceEmployee BenefitsFinancial ServicesRetirement
Responsibilities
Partner closely with the executive leadership to develop and execute firm-wide operational strategy aligned with long-term business objectives
Translate strategic initiatives into clear operational priorities, roadmaps, and measurable outcomes
Serve as a thought partner to leadership on organizational design, capacity planning, and growth initiatives
Design, implement, and continuously refine the firm’s operating model to support scale, efficiency, and high-quality client service
Lead firm-wide process optimization initiatives, reducing complexity and improving speed, accuracy, and consistency
Champion the use of technology, automation, and data to modernize workflows and reduce operational friction
Build, lead, and develop high-performing operations and administrative teams
Establish clear accountability, performance expectations, and professional development pathways
Foster a culture of collaboration, continuous improvement, and operational excellence across the organization
Oversee HR operations (hiring, onboarding, performance management)
Develop training systems and leadership development
Maintain culture alignment and employee engagement
Partner with the Chief Compliance Officer to ensure operational processes support regulatory requirements and risk management objectives
Oversee the implementation of policies, procedures, and internal controls that mitigate operational risk while enabling business growth
Ensure the firm’s infrastructure remains resilient, compliant, and audit-ready
Own the operational components of the client lifecycle, including onboarding, transitions, servicing, and reporting
Ensure operational processes consistently deliver a seamless, high-quality client experience
Identify opportunities to enhance service delivery as client needs and firm capabilities evolve
Oversee relationships with custodians, technology providers, and third-party vendors
Drive automation and integration initiatives
Evaluate vendor performance, manage costs, and ensure alignment with the firm’s strategic objectives
Lead technology selection and implementation efforts in partnership with leadership
Define and track key operational and business performance metrics
Provide clear, actionable insights to the executive leadership team to support decision-making
Use data to proactively identify trends, risks, and opportunities for improvement
Qualification
Required
Bachelor's degree in Business, Finance, or a related field; advanced degree preferred
10+ years of progressive leadership experience in operations, preferably within an RIA or financial services environment
Demonstrated experience operating at a senior or executive level, with responsibility for firm-wide initiatives
Deep understanding of RIA operations, client service models, compliance considerations, and regulatory environments
Proven ability to design scalable systems and lead organizations through growth and change
Strong leadership presence with the ability to influence, align, and inspire across all levels of the firm
Analytical, data-driven decision-maker with a strong operational and financial acumen
Exceptional communication skills and the ability to serve as a trusted advisor to the leadership team
Company
Greenwood Gearhart
Greenwood Gearhart offers investment advisory, investment management, corporate retirement planning and financial planning services.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
Constellation Wealth Capital
2025-11-18Private Equity
Leadership Team
Brock Gearhart, CFA
Chief Executive Officer
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