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CFO

Private Office COO & Compliance Leader

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: SHR Talent
Full Time position
Listed on 2026-01-27
Job specializations:
  • Business
    CFO
  • Finance & Banking
    CFO
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A wealth advisory firm in Nashville is seeking a Chief Operating Officer (COO) to build and oversee its operational infrastructure. The COO will also serve as Head of Compliance, establishing workflows and ensuring data integrity. Ideal candidates should have over three years of experience within a Registered Investment Advisor (RIA), knowledge of compliance, and hands-on experience with portfolio accounting tools such as Orion, Addepar, or Black Diamond.

The firm values ownership, precision, and discretion in its leadership.
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