KREITLER FINANCIAL

COO / INTEGRATOR

Are you an experienced leader who thrives on translating vision into action? Do you excel at simplifying complexity, aligning teams, and creating systems that drive results? Are you passionate about process improvement and looking for a role where your influence will be felt across the entire organization? If you’re a dynamic leader who balances operational excellence with strategic insight, we want to talk to you!

Our ideal COO / Integrator is:

• A Translator: You have the ability to distill complex strategies into clear, actionable plans that the entire team can execute. You bridge the gap between vision and operations seamlessly.
• A Strong Communicator: You know how to tailor your message to your audience, ensuring that every level of the organization is informed, engaged, and aligned.
• Collaborative: You work across departments, aligning diverse teams around common goals. You foster a culture of teamwork and mutual respect, bringing people together to achieve great things.
• Accountable: You hold yourself and others to the highest standards, ensuring deadlines are met and expectations are exceeded. Integrity and follow-through are in your DNA.
• Process-Oriented: You see opportunities for improvement everywhere. You love building systems that streamline operations and deliver efficiency without sacrificing quality.

Our ideal COO / Integrator will not only be a trusted thought-partner to the Visionary but will also be instrumental in transforming Kreitler Financials’ operations. You will play a key role in shaping the future of the company, guiding our team through growth and improvement while maintaining our core values. This is your chance to take the reins of the operations and drive strategic execution that will have a lasting impact on both our clients and team.

RESPONSIBILITIES:

Duties include but are not limited to:

• Own the accountability chart, ensuring the right people are in the right seats. Manage hiring and vetting of potential candidates.
• Take over day-to-day operations, acting as the primary manager of people and processes.
• Empower team members by elevating their responsibilities, removing the Visionary as a bottleneck for operational decisions.
• Encourage ongoing learning, creative thinking, and innovation across the team, especially through process automation.
• Enhance and streamline KPIs to create measurable outcomes for the business and employees. Focus on compensation models that tie directly to these metrics, shifting from discretionary bonuses to performance-based incentives.
• Oversee P&L and budget responsibilities to ensure financial health and sustainability.
• Set up a plan to protect the company’s intellectual property and brand.
• Formalize and enhance onboarding/training programs, promoting scalability and creating opportunities for growth and promotions.
• Improve operational processes to ensure they are repeatable, scalable, and potentially tech-driven.
• Streamline collaboration between the front and backstage to make processes simpler and more efficient.
• Implement tools and processes that promote employee self-management, reducing dependency on upper management for operational approvals.
• Collaborate with the Visionary on client growth strategies and human capital planning to align on a comprehensive strategic plan.
• Drive the business toward meeting growth objectives, including revenue and business development targets.
• Discover opportunities for growth whether it be organically or through acquisition.
• Collaborate with the Visionary to implement and manage the organization’s IT strategy, ensuring effective tech integration. 

This is a full-time, onsite, in-person role based in New Haven, CT.

QUALIFICATIONS

Required:

• 5+ years of experience in operations management.
• Proven ability to manage cross-functional teams.
• Demonstrated experience in leading and scaling teams of 10+ employees.
• Strong P&L management experience with a minimum of $10M in revenue scalability.

Preferred:

• 3+ years of experience as a COO.
• Proven leadership managing 20+ employees.
• Relevant industry experience.
• Strong project management skills.
• Tech-savvy, with a focus on innovation, automation, and IT solutions for scaling businesses.
• Familiarity with EOS (Entrepreneurial Operating System).
• College degree.

Desired:

• Experience in smaller or entrepreneurial companies.
• Experience as an EOS Integrator.

THE COMPANY - KREITLER FINANCIAL

Kreitler Financial is a dynamic, client-focused financial firm dedicated to helping high-net-worth individuals and families achieve their long-term financial goals. We pride ourselves on building meaningful relationships with our clients, offering personalized guidance, and consistently striving for excellence in everything we do.

WHY WORK WITH US

• Make a direct impact in improving the lives of others
• Join a team of A+ players committed to growth and innovation
• Be part of a growing company with exciting opportunities for internal growth
• Work in a tech-forward, client-first environment
• Experience the collaborative, supportive culture of a company that listens to its employees
• Shape the future of a business that values work/life balance
• Enjoy the opportunity to be a change agent driving organizational success

OUR CORE VALUES

• Incomparable Integrity: Always do the right thing, especially when it’s the hard thing to do.
• Creative Collaboration: Collaborate together to create solutions that are greater than the sum of the individual parts, which means everyone benefits.
• Continuous Growth: Celebrate continuous innovation, radical adaptation, and constant learning to improve ourselves and our clients’ outcomes, creating bigger futures as a result.
• Authentic Caring: Be genuine people who care about our clients, our community, and each other.
• Unquestionable Dependability: Follow through on commitments and measure our outcomes against uncommonly high standards.
• Courageous Persistence: Stand up to challenges to achieve bigger outcomes others can’t imagine.

SALARY: $150K - $200K plus 25% incentive bonus structure

BENEFITS: Medical, Dental, Vision, HSA option, 401K (5% immediate match, 100% vesting) after one year of service, PTO (17 days per year), Company Holidays (11 days per year), Summer Fridays (8 per year), Company paid parking

Passionate about scaling businesses and leading teams to success? Apply now!

JOB CODE: Kreitler Financial