Job Description

LIFE WELL LIVED FINANCIAL GROUP™

COO / INTEGRATOR

Are you a leader who loves helping growing businesses become bigger, stronger, and better? Can you bring clarity and accountability when growth is moving faster than the people and systems around it? When things get messy, are you energized by simplifying, making decisions, staying a step ahead, and helping people rise to what the business needs next? Can you roll up your sleeves when needed without losing sight of the bigger picture or what is coming next? If you are excited by the chance to help a close-knit team capitalize on a rare growth opportunity in its industry, we want to talk to you!

Our ideal Integrator:

• Is decisive and action-oriented, with the confidence to make decisions, get people unstuck, and keep things moving
• Thinks ahead, does the homework, and knows when the business needs more effort, a smarter approach, or a faster decision
• Believes in people and knows how to challenge, develop, and refocus them so they can grow with what the business needs next
• Is entrepreneurial at heart and gets energized by building, improving, and figuring things out as the business grows
• Naturally brings clarity and is comfortable challenging the Visionary and the team while staying kind, thoughtful, and easy to trust

Our ideal Integrator brings the confidence, judgment, and drive to help Life Well Lived Financial Group™ grow without slowing it down. You will help the team get stronger, the business get simpler, and the company stay ready for what comes next.

RESPONSIBILITIES

This role will help Life Well Lived Financial Group™ turn an extraordinary growth opportunity into a scalable, high-performing business as the firm rapidly adds advisors, acquires books of business, and expands its team:

• Partner closely with the Visionary to turn long-term vision into clear priorities, decisions, and execution
• Lead the company’s EOS operating rhythm and create consistent ownership, accountability, and follow-through
• Surface and solve issues early, moving them from discussion to clear ownership and resolution
• Lead, manage, coach, and develop the leadership team so leaders can grow with the business, own their lanes, and work effectively across functions
• Build the structure, systems, talent, and specialist support needed to scale without overbuilding or relying on any one person
• Anticipate hiring, capacity, and infrastructure needs ahead of growth
• Strengthen and simplify core processes so they are repeatable, Followed By All, and support clear handoffs across the business
• Own financial visibility and use P&L, profitability, revenue drivers, and business data to guide decisions
• Establish meaningful KPIs, scorecards, and reporting so leaders can manage performance and see problems sooner
• Lead the integration of new advisors, acquired practices, and major growth initiatives, stepping into the work when needed while building leaders and systems that can carry it forward
• Ensure growth and operating decisions align with FINRA, broker-dealer, affiliation, and other regulatory requirements
• Build a culture of accountability, urgency, continuous improvement, and thoughtful execution while protecting Life Well Lived’s values
• This is a full-time, hybrid role based in Colorado Springs, CO. *

QUALIFICATIONS

Required

• 5+ years of senior leadership experience running a company, division, business unit, or similar operating entity
• Experience helping lead a business through significant growth, such as 30%+ year-over-year growth, 2x+ growth in customers or business volume, significant headcount expansion, or similar
• Experience leading and developing managers and senior leaders during a period of growth or organizational change
• Experience scaling a business by building the people, processes, systems, and tools needed for the next stage
• Experience managing a P&L and using financial performance to guide business decisions

Preferred

• Experience integrating acquisitions, new business units, or similar growth initiatives
• Experience in wealth management, financial services, or another regulated industry
• Experience with EOS, Pinnacle, Scaling Up, or a similar operating system
• College degree

Desired

• Previous COO or EOS Integrator experience
• Direct experience in wealth management, RIA, or broker-dealer environments

THE COMPANY – LIFE WELL LIVED FINANCIAL GROUP™

Life Well Lived Financial Group™ is a wealth management firm that prioritizes living values and simplifying each client’s financial journey. Their seasoned financial advisors bring extensive experience in wealth management and guide clients through a personalized planning process centered on life, wealth, legacy, and strategy. With empathy and kindness, and with integrity, knowledge, and experience, Life Well Lived Financial Group™ is committed to helping clients achieve a Life Well Lived.

Core Values

1. Always Growing: We are always growing.
2. Kind and Thoughtful: Serve others with kindness and respect; Loyal to the team, each other and practice vision
3. Lives Life to the Fullest: Live our wildest dreams!
4. Service to Community: Give back!

WHY WORK WITH US?

Life Well Lived Financial Group™ is a values-led firm that takes growth seriously and gives strong leaders real room to make an impact. We invest in our people, lead with kindness and thoughtfulness, and are intentional about building for the future. You’ll be joining a close-knit team at an exciting point in the company’s story, with a rare opportunity in the marketplace. There is real room to help shape what comes next while doing meaningful work alongside people who care about each other, their clients, and the communities they serve.

Salary: $170,000 - $200,000 + performance-based bonus opportunities

Benefits: Medical insurance, 401(k) matching, 5 weeks PTO & paid holidays

Want to help build what’s next for Life Well Lived Financial Group™? Apply today!