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.

Chief Operating Officer (COO)

Employment Type: Full time, independent contractor

Work Model: Remote

Work Hours: US work hours

Role Overview

We are a high-performing commercial real estate (CRE) capital advisory firm specializing in institutional debt and equity placement. Operating as an intermediary between institutional borrowers and top-tier capital sources (including hedge funds, credit funds, and specialized CRE lenders), we run a highly lucrative, lean operation projecting ~$2M in profit this year.

Currently running as a powerhouse founder-led operation, we have reached the inflection point where operational infrastructure must catch up to our massive deal flow. We are seeking a commercial, systems-driven Chief Operating Officer (COO) to serve as the ultimate Integrator.

As the COO, you will partner directly with the Founder to architect, implement, and run the company’s operational framework. You will transform a highly successful boutique advisory shop into a structured, scalable, and professional enterprise.

Key Responsibilities

Operational Strategy & Infrastructure

Audit, design, and implement the firm’s complete operational playbook, translating the Founder's workflows into institutional-grade SOPs.
Own and optimize the technology stack, ensuring a robust CRM and deal-tracking system are flawlessly maintained to capture every market opportunity.
Build out compliance, data management, and reporting frameworks to support institutional-grade operations.

Deal Pipeline & Execution Management

Oversee the end-to-end operational lifecycle of debt and equity placements (~80% debt-focused).
Streamline the underwriting, financial packaging, and capital stack structuring pipelines to ensure rapid, accurate deal execution.
Maintain oversight of institutional lender databases, ensuring critical data on hedge funds and credit funds is systematically leveraged.

Scaling & Future Growth

Manage cash flow efficiency, vendor relationships, and external partners to keep overhead lean while maximizing output.
Design the organizational framework for future headcount, establishing the recruitment, onboarding, and training structures for future analysts and support staff.
Act as the ultimate gatekeeper and execution leader, freeing the Founder to focus exclusively on high-leverage relationship building and origination.

Who You Are

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.
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.
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.

Required Qualifications

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.
Proven track record of scaling a lean, founder-led business into a highly structured company.
Exceptional communication and executive presence, with the ability to confidently interface with institutional investors, developers, and founders.
High autonomy and ownership mentality; comfortable operating as the sole executive operator in a fast-paced environment.

Why This Role?

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.

COO - 19449