Fractional COO
A fractional COO for your RIA — operational leadership without a full-time hire.
At a certain size, the founder becomes the operating system. Every vendor decision, every exception, every new hire's ramp-up runs through the person who should be with clients and prospects instead.
A fractional COO gives you senior operational ownership at the level your firm actually needs — embedded in the business, accountable for the operating cadence, without the cost or commitment of a full-time executive hire.
Book a 30-minute callEngagement
Ongoing · monthly retainer
What's included
- Ownership of the operating cadence
- Vendor and technology roadmap
- Team structure, hiring, and coaching
- Reporting your partners can act on
What changes
What your firm has at the end of it.
Decisions get made and executed without waiting on the founder
One person accountable for systems, vendors, and the roadmap
Documented processes that survive turnover and holidays
Operating metrics your partners can actually act on
Questions
Fractional COO — common questions
How is a fractional COO different from hiring an operations manager?
An operations manager runs the process that exists. A fractional COO designs the operating model, owns vendor and technology decisions, and builds the structure the manager then runs.
Do you replace my existing operations team?
No. We take ownership of systems, vendors, and the technology roadmap so your advisors and staff can stay focused on clients. Documentation and playbooks stay with you.
How are engagements structured?
Ongoing, on a monthly retainer, sized to the cadence your firm needs. Most engagements begin with an operational assessment so the first ninety days are spent executing rather than discovering.