LIFETIME CO.

CHIEF OPERATING OFFICER / INTEGRATOR

Are you a results-driven leader who values teamwork, trust, and the opportunity to scale an already thriving business? At Lifetime Co., we don’t entertain excuses – we value hard work, accountability, and results. Our team is a tight-knit group of professionals who get the job done. Can you match our intensity and drive as we take our company to the next level? If you’re relentless, strategic, and bring true executive presence to the table, we want to hear from you.

You are a Chief Operating Officer / Integrator who:

• Thinks Like an Owner: You see every opportunity as a chance to grow the business and your own success. You’re not just here for a paycheck – you’re here to drive significant revenue, with your compensation directly tied to the impact you make. Lifetime Co. seeks a leader who thrives on the potential to significantly increase their earnings through performance incentives, rather than relying on a guaranteed salary.
• Leads with Confidence and Trust: You inspire and empower a high-performing team, balancing strategic oversight with the precision needed to ensure everyone is aligned with the company’s goals. You trust in what’s been built and are ready to scale it further.
• Embraces Challenges and Opportunities: You don’t shy away from risk – you see it as a pathway to growth. Whether it’s finding new revenue streams or optimizing existing processes, you’re always looking for ways to push the business forward.
• Values the Journey: You appreciate the hard work that’s gone into building Lifetime Co. and are excited about taking it to the next level. You’re not here to reinvent the wheel – you’re here to make what’s already strong even stronger.

At Lifetime Co., your success is our success. We’re looking for someone who’s excited to take ownership, work with experts, and turn potential into reality. If you’re ready to lead with impact and take your career to new heights, this is the role for you.

RESPONSIBILITIES

At Lifetime Co., we’re looking for a strategic leader who can not only draw up winning plays but also execute them with precision, using our all-star team to secure major victories. You’ll be the driving force behind our growth, expertly navigating the complexities of sales, expansion, and daily operations, all while maintaining a non-stop focus on results and fostering a culture of trust and accountability.

1. Help the Founder / CEO / Visionary to Grow and Integrate

• Collaborate closely with the Founder / CEO / Visionary and Leadership Team to develop and implement strategic initiatives, ensuring they cascade effectively throughout the organization
• Navigate the dual role of the Leadership Team, functioning both as a board that holds you accountable and as individuals whom you will hold accountable in their respective roles
• Bring diverse perspectives and solutions to the table, helping the Leadership Team prioritize and align on competing initiatives
• Lead EOS L10 meetings and other strategic planning sessions to maintain focus, accountability, and momentum
• Oversee the financial health of the organization, including P&L management, ensuring fiscal discipline and growth
• Integrate new business opportunities to drive overall company growth and long-term success

2. Understand and Champion Company Culture

• Take an active role in your own onboarding to deeply understand the organization, culture, and people
• Use this understanding to push the company to stay ahead of the curve, identifying and implementing leading-edge practices and technologies
• Uphold and communicate vision across the company, ensuring the right people are in the right seats and swiftly addressing misalignment
• Drive cross-selling and cross-collaborative opportunities across our three business divisions, ensuring that each operates cohesively within the broader company structure

3. Recruit and Develop a High-Performing Team

• Hire and develop top talent that aligns with the company’s culture and vision
• Recruit high-quality financial advisors to drive significant profitability
• Enforce consequences for failure to meet expectations, ensuring that the team consistently performs at the highest level

4. Oversee and Optimize Operations

• Oversee home office operations, focusing on big-picture strategy unless finer details require escalation
• Work with the leadership team to tackle key strategic opportunities, such as enhancing client service delivery and improving onboarding processes
• Ensure consistent processes and quality across all three business divisions
• Centralize shared services to improve operational efficiency and foster cross-functional collaboration
• Implement AI and automation tools to streamline operations and allow the team to focus on high-value tasks

5. Add Substantial Profit to the Bottom Line

• Develop and execute aggressive, yet realistic, sales forecasts and strategic roadmaps that drive substantial profitability
• Align and optimize processes across the company to maximize value from existing clients and seize new business opportunities
• Continuously push the company to adopt best-in-class practices, ensuring we maintain a competitive edge and sustain long-term growth

*This is a full-time, onsite role based out of Rockwall, TX*

QUALIFICATIONS

Required

• 5-7+ years of executive operations experience, including leading teams of 25+ and turning identified revenue opportunities into successful, scalable processes
• Proven experience reporting to and collaborating with a board of directors or leadership team
• History of driving and growing sales (directly, or through a sales team) within the company
• Accountability for P&L management
• Experience in hiring and firing

Preferred

• Proven success running firms with $10M+ in annual sales
• Strong track record in executive selling
• Experience managing financial relationships, including identifying complementary firms for partnerships or acquisitions
• Mergers & Acquisitions (M&A) expertise
• Proficiency in sales projections
• Background in financial services with a sharp eye for regulatory and compliance details

Desired

• Family office operations experience across wealth management, insurance, tax, banking, and law
• SEC regulatory experience

ABOUT THE COMPANY – Lifetime Co.

At Lifetime Co., we specialize in guiding our clients through the complexities of success. As trusted advisors, we pride ourselves on deep client understanding, collaboration, and delivering expert solutions tailored to each individual’s needs. Our unique approach ensures that we’re not just managing wealth - we’re building legacies.

Our Core Values:

• Loyal: Relationships, supportive, team player, respectful, helpful
• Attitude: Enthusiastic, caring, go-getter
• Results Oriented: Hardworking, committed, goal focused, willingness to take anything, service focused
• Authentic: Genuine, true to self, worthy of other's trust
• Strategic: Big picture oriented, adaptable
• Loves to be an advisor: Loves to help others,
• Seeks to improve status quo: Desires growth, desires improvement: personal, professional, business, strives for goals
• Own your outcomes.

WHY WORK FOR US?

At Lifetime Co., our team speaks for itself. We’re proud to offer a workplace where your hard work doesn’t just pay off - it pays back. There’s no better place to help people and be highly compensated for it.

• High-Performing Team: Surround yourself with people who push you to excel, in an environment where hard work and loyalty are the norm
• Unmatched Opportunities: Tackle new challenges, grow alongside industry leaders, and shape your future with a company that’s built for long-term success
• Entrepreneurial Spirit: Experience the thrill of a startup combined with the stability of a firm that’s been thriving for 17 years
• Results-Driven Culture: At Lifetime Co., it’s about getting things done, raising the bar, and constantly striving for excellence

Salary:  $140,000 - $160,000, with substantial additional compensation opportunities that could double or even triple your earnings, directly tied to revenue growth.

Benefits: Medical, Vision, Dental, Life, 401K

Are you ready to lead with purpose and drive unlimited growth? Apply today!

JOB CODE: Lifetime Co.