Chief Operating Officer

We are looking for a Chief Operating Officer to lead day-to-day execution for a growing advisory firm in Carmel, Indiana. This position serves as a strategic partner to the founder, translating business objectives into clear operating priorities across client delivery, marketing, and internal operations. The COO will help create a consistent, high-quality experience for healthcare practice owners while strengthening the financial, people, and process infrastructure that supports continued growth.

Responsibilities:

• Partner with the founder to define annual priorities, shape operating plans, and drive progress against firm-wide goals.
• Direct the daily activities of deal execution, marketing, and operational teams to keep business performance aligned with strategic objectives.
• Act as the primary decision-making resource for routine internal issues and cross-functional matters requiring escalation.
• Provide leadership with regular insight into company performance, active opportunities, operational risks, and resource needs.
• Oversee the full sell-side engagement lifecycle, ensuring teams are equipped to support clients from initial onboarding through transaction close.
• Coordinate staffing, analyst support, and team bandwidth so client engagements remain on track and service levels stay strong.
• Establish consistent workflows, documentation standards, and handoff practices to improve quality and efficiency across engagements.
• Reinforce expectations for timelines, CRM discipline, and client communication standards throughout the organization.
• Guide core business operations including finance, people management, systems, and process improvement to support sustainable expansion.
• Proven experience leading business operations in a senior executive role, preferably as a Chief Operating Officer or equivalent.
• Strong background in mergers and acquisitions, transaction management, or advisory services environments.
• Demonstrated ability to turn strategic goals into practical operating plans and measurable execution.
• Experience overseeing multiple business functions such as operations, finance, team leadership, and process development.
• Skill in managing cross-functional teams and balancing priorities in a fast-paced services setting.
• Ability to improve administrative procedures, standard operating practices, and departmental workflows.
• Strong judgment, communication, and organizational skills with the ability to serve as a trusted second-in-command.