Fractional Chief Operationg Officer
About This Role
Fractional Chief Operating Officer (COO)
Location: Hybrid / Remote (Souther NJ preferred)
Commitment: Approximately 10–20 hours per month
Compensation: Monthly retainer commensurate with experience
About Sindia Capital Advisers
Sindia Capital Advisers is an SEC\-registered Registered Investment Adviser (RIA) serving high\-net\-worth families, family offices, endowments, foundations, and institutional investors.
Position Overview
We are seeking an experienced Fractional Chief Operating Officer to help build the operational infrastructure of a growing boutique advisory firm.
This role is ideal for an accomplished RIA executive who enjoys creating scalable businesses, mentoring employees, improving processes, and partnering directly with the founder.
The successful candidate will serve as a strategic partner responsible for designing and implementing the systems that allow the firm to grow efficiently while maintaining exceptional client service.
Responsibilities
Operations
\- Design and document firm\-wide operating procedures
\- Build scalable workflows across investment operations and client service
\- Develop operational dashboards and key performance indicators
\- Improve efficiency through automation and AI\-enabled workflows
Client Experience
\- Oversee client onboarding and service processes
\- Enhance service standards and communication workflows
\- Ensure a consistently exceptional client experience
Technology
\- Manage relationships with custodians and technology vendors
\- Oversee CRM, portfolio management, reporting, cybersecurity, and document management systems
\- Recommend and implement technology improvements
Human Resources
\- Develop employee policies and performance management processes
Compliance \& Risk
\- Coordinate with the firm's Chief Compliance Officer and external compliance consultants
\- Maintain operational calendars and internal controls
\- Assist with business continuity and cybersecurity planning
Financial Management
\- Develop annual operating budgets
\- Monitor profitability and operating metrics
\- Manage vendor contracts and expenses
Strategic Planning
\- Translate strategic initiatives into actionable projects
\- Lead implementation of firm priorities
\- Serve as a trusted advisor to the Founder
Qualifications
\- 5\+ years of leadership experience within an SEC\-registered RIA, multifamily office, OCIO, or institutional investment firm
\- Demonstrated success scaling advisory firms
\- Knowledge of RIA operations and custodial platforms
\- Experience implementing technology solutions and workflow automation
\- Strong project management and leadership skills
Personal Characteristics
We are looking for someone who is:
\- Entrepreneurial
\- Highly organized
\- Collaborative
\- Solutions\-oriented
\- Comfortable wearing multiple hats
\- Passionate about building businesses
Future Opportunity
As Sindia continues to grow, this role has the potential to evolve into a permanent executive leadership position for the right individual.
Pay: $2,000\.00 \- $5,000\.00 per month
Benefits:
- Flexible schedule
Work Location: Remote