Quick Summary
You are a natural builder who thrives on creating order out of chaos. You don't just manage existing processes; you create them from scratch.
Got it. Keeping the Chief Operating Officer (COO) title will definitely signal the level of authority and strategic weight this person will have from day one. I’ve adjusted the language to reflect a true executive-level title tailored for a hyper-efficient, boutique environment.
Responsibilities
~1 min read- →
Audit, design, and implement the firm’s complete operational playbook, translating the Founder's workflows into institutional-grade SOPs.
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Own and optimize the technology stack, ensuring a robust CRM and deal-tracking system are flawlessly maintained to capture every market opportunity.
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Build out compliance, data management, and reporting frameworks to support institutional-grade operations.
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Oversee the end-to-end operational lifecycle of debt and equity placements (~80% debt-focused).
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Streamline the underwriting, financial packaging, and capital stack structuring pipelines to ensure rapid, accurate deal execution.
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Maintain oversight of institutional lender databases, ensuring critical data on hedge funds and credit funds is systematically leveraged.
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Manage cash flow efficiency, vendor relationships, and external partners to keep overhead lean while maximizing output.
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Design the organizational framework for future headcount, establishing the recruitment, onboarding, and training structures for future analysts and support staff.
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Act as the ultimate gatekeeper and execution leader, freeing the Founder to focus exclusively on high-leverage relationship building and origination.
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The Strategic Integrator: You are a natural builder who thrives on creating order out of chaos. You don't just manage existing processes; you create them from scratch.
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Financially & Commercially Literate: While you don't need to be a broker, you must understand the commercial real estate landscape, capital stacks (senior debt, mezzanine, preferred equity), and how institutional transactions move.
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Tech-Forward Architect: You possess a deep understanding of modern workflows, leveraging CRM automation, project management platforms, and AI-driven efficiencies to keep the firm's leverage incredibly high.
Requirements
~1 min read-
7+ years of executive operations experience (COO, Director of Ops, or VP of Operations) within Commercial Real Estate, Capital Markets, Investment Banking, or high-growth Financial Services.
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Proven track record of scaling a lean, founder-led business into a highly structured company.
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Exceptional communication and executive presence, with the ability to confidently interface with institutional investors, developers, and founders.
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High autonomy and ownership mentality; comfortable operating as the sole executive operator in a fast-paced environment.
This is not a corporate, bureaucratic COO role. This is an entrepreneurial seat at a highly profitable, agile firm where your systems will directly drive the next phase of growth. For a world-class operator, this role offers maximum autonomy, direct partnership with a high-performing founder, and a clear path to shaping the future of the firm.
Location & Eligibility
Listing Details
- First seen
- May 15, 2026
- Last seen
- May 15, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 58%
- Scored at
- May 15, 2026
Signal breakdown
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