COMPASS RETIREMENT SOLUTIONS

COO / INTEGRATOR

Do you thrive on turning vision into reality and aligning teams to achieve big goals? Can you balance high-level planning with hands-on execution to drive sustainable growth? Your leadership will ensure Compass Retirement Solutions delivers exceptional results for our clients and team. If you have the confidence to lead, the insight to inspire, and the humility to empower others, we want to talk to you!

Our ideal COO / Integrator is:

• A strong communicator: You know how to convey ideas clearly and listen with intent. Your communication builds trust, fosters collaboration, and keeps everyone on the same page.
• A strategic thinker: You see the bigger picture and chart a course to success. Your ability to analyze data, anticipate challenges, and develop effective solutions ensures the organization thrives.
• People oriented: You care about the success of individuals and the team. You bring emotional intelligence, mentorship, and leadership to build a culture of accountability and growth.
• Organized: You excel at managing complex projects and multiple priorities. Your attention to detail and systems-driven mindset creates operational clarity and efficiency.
• Process oriented: You thrive on creating and improving systems to streamline workflows. Your focus on continuous improvement ensures operations scale seamlessly as the business grows.
• A coach: You empower teams to reach their full potential. By holding yourself and others accountable, you drive results while fostering personal and professional development.

Our ideal COO / Integrator will be the engine that drives Compass Retirement Solutions forward. You’ll bring operational excellence, foster alignment across teams, and implement processes that optimize growth and profitability. Your leadership will ensure we achieve our mission to serve clients with excellence, innovate for the future, and scale to new heights. If you’re ready to make a real impact, we can’t wait to welcome you to our team!

RESPONSIBILITIES

Duties include, but are not limited to…

• Improve and streamline processes, procedures, and SOPs; ensure they are up-to-date, implemented, and enforced.
• Drive improved operational efficiency and clear, accurate data reporting.
• Own the EOS process: prepare for and run L10 meetings, quarterly reviews, and annual planning sessions.
• Ensure operational excellence by identifying and addressing inefficiencies.
• Increase accountability across all teams (virtual, onsite, and global).
• Own and maintain the Accountability Chart, ensuring Right People, Right Seats.
• Improve and enforce KPIs and scorecards for all departments.
• Oversee team performance and hold leaders accountable for achieving goals.
• Drive revenue growth and improve profitability; target 40% profit margins and $5M gross revenue.
• Own P&L management, ensuring adherence across all departments and micro P&Ls.
• Oversee financial metrics, including budget adherence and company trackers.
• Improve marketing efforts and lead generation; oversee the marketing dashboard.
• Enhance sales efforts to drive performance and client acquisition.
• Focus on client experience and retention to regain and sustain relationships.
• Improve client interactions and ensure exceptional client retention through targeted strategies.
• Oversee and streamline client experience processes for consistency and excellence.

This is an onsite, in-person role based in Creve Coeur, MO

QUALIFICATIONS

Required:

• 5+ years of Director-level or higher operations experience
• 3+ years of P&L management experience ($10M–$12M) with demonstrated scalability
• 3+ years of cross-functional team management experience
• Proven leadership in team growth or creation
• Tech-savvy with proficiency in Google Suite, CRM tools, and Zoom

Preferred:

• Previous experience as a COO
• Experience working with global teams
• Proven experience scaling teams beyond 20 employees
• Wealth management industry experience
• Familiarity with the Entrepreneurial Operating System (EOS)

Desired:

• Experience as an EOS Integrator
• Mergers & Acquisitions (M&A) experience
• Experience in family-owned businesses
• Background in entrepreneurial-owned organizations

WHY WORK WITH US - COMPASS RETIREMENT SOLUTIONS

Compass Retirement Solutions is a forward-thinking, client-focused firm dedicated to helping individuals make sound financial decisions with a holistic approach. Innovation, vision, and exceptional client experiences drive everything we do.

• We think about the whole picture for clients, delivering meaningful results.
• A visionary leader with a bold and innovative outlook.
• A global organization with a small-business feel.
• Opportunities for continued education and professional growth.
• Top-notch client experience is at the heart of our success.

OUR CORE VALUES

• Hungry: We are driven, goal-oriented, and always striving to achieve more.
• Humble: We approach work with humility and team-first collaboration.
• Honest: Integrity is non-negotiable—our word is our bond.
• Happy: We foster positivity and a strong, supportive culture.
• Smart: We are thoughtful, strategic, and solutions-focused in all we do.

SALARY: $125K - $150K

BENEFITS: Medical, dental, vision, life insurance, unlimited PTO, 401K (4% match), and EAP

If you’re a humble leader hungry for growth and ready to elevate our team, apply now!

JOB CODE: Compass Retirement Solutions