Chief Operating Officer

• Oversee AI agent operations
• Lead sales operations
• Manage production and fulfillment
• Own financial performance
• Oversee marketing and lead flow
• Lead people operations
• Report directly to the owner with decision-making authority
• Manage the field superintendent, project coordinator, controller, and four AI agents
• Sustain and grow the current run rate while protecting margins
• Build out the retail sales process
• Learn the full pipeline and audit every AI agent during the first 30 days
• Deliver a written 90-day priority plan
• Close infrastructure items and establish funnel reporting during days 31–60
• Take ownership of Meta ad performance
• Assume ownership of all six operational areas by day 90

Chief Operating Officer – AI Native Operations

• Maintain the regulatory framework for Rabobank’s Swap Dealer activities
• Maintain the regulatory and operational framework for Rabo Securities USA, Inc., Rabobank’s U.S.-registered broker-dealer
• Provide KYC and CDD support for Markets and Treasury client owners
• Help satisfy internal and external requirements
• Manage counterparty and client onboarding and offboarding processes
• Coordinate onboarding and offboarding for Swap Dealer Associated Persons globally and RSI Registered Representatives
• Provide regulatory trade support and general trade assistance
• Coordinate business initiatives, projects, and operational improvements across Markets and Treasury
• Collaborate with business partners and colleagues to deliver high-quality service and advance operational improvements

Associate - COO, Markets

• Partner closely with the CEO and CSO to translate FTP’s vision and strategic priorities into organizational plans, structures, and resource decisions
• Lead organizational planning and change as FTP expands its work across states
• Strengthen FTP’s operating model, including cross-functional coordination, decision-making, accountability, and information flow
• Anticipate and mitigate organizational, operational, and legal risks
• Provide strategic oversight of financial health, planning, and resource allocation
• Lead and develop the Controller, overseeing financial management, reporting, compliance, internal controls, grant accounting, and audit processes
• Lead budgeting, forecasting, and financial planning with the executive team
• Partner with the CEO and Board on financial oversight, risk management, and long-term planning
• Set strategic direction for people, operations, and technology infrastructure
• Lead workforce planning, organizational design, talent, performance, compensation, and multi-state employment compliance
• Lead and develop the Director of Operations
• Oversee organizational technology, cybersecurity, and data protection
• Foster a healthy, high-performing, and values-aligned workplace

Chief Operating Officer – COO

• Lead day-to-day operations across multiple automotive company locations
• Build systems, accountability, and leadership capacity for continued growth
• Translate the founder's vision into priorities and executable plans
• Align the leadership team and ensure follow-through
• Coach and develop company leaders
• Define success expectations and provide support for employees
• Own operational performance and improve customer experience, financial results, and business execution
• Use EOS tools and a healthy leadership cadence to surface issues and make decisions
• Protect and strengthen company culture during expansion
• Help shape the company's YouTube channel, software venture, and other new ventures as appropriate
• Participate in a people-first, community-focused automotive business

Chief Operating Officer – Integrator

• Serve as the primary Specialty Finance interface with the Private Markets COO, technology, data, and relevant support teams
• Ensure data integrity, accuracy, and usability across funds, portfolios, and investors
• Drive implementation and ongoing alignment of the Specialty Finance business to the strategic target operating model
• Oversee and help evolve the Specialty Finance marketing function
• Lead creation, quality control, and timely delivery of client content and communications
• Interact with prospects and investors to support diligence, ongoing communications, and information delivery
• Coordinate fund financing and liquidity management activities, including leverage facilities and cash management for evergreen vehicles
• Observe talent, processes, and workflows to identify gaps and recommend improvements
• Lead and manage complex cross-functional projects involving evergreen funds, marketing messaging, data, service providers, investor options, and fund cost minimization
• Maintain strong understanding of the Specialty Finance investment process and recommend improvements to processes, information flows, and handoffs
• Provide leadership and oversight for selected investment professionals
• Manage key timelines and deliverables including investor reporting, internal and external reviews, and compensation-related processes

COO, Specialty Finance

• Translate Trexquant's strategic vision into clear, measurable company-wide goals and execution plans
• Drive development of a unified research and trading platform supporting cross-region and cross-asset quantitative strategies
• Coordinate research, engineering, data, trading, execution, and operational teams to deliver necessary infrastructure
• Establish priorities, milestones, ownership, and timelines for major initiatives and track progress
• Identify bottlenecks and dependencies from research idea through backtesting and production
• Expand firm capabilities across equities, futures, corporate bonds, options, ETFs, FX, and other asset classes
• Coordinate operational infrastructure for trading across markets, brokers, counterparties, and execution venues
• Develop scalable processes as the firm grows
• Hold teams accountable for results and remove organizational and technical obstacles
• Identify opportunities to automate processes and use AI to improve research, engineering, trading, and operations efficiency

• Provide operational leadership and coordination across Lending Operations, Asset Resolution, and Loan Administration (Servicing)
• Work with functional leaders to establish priorities, processes, performance expectations, operational objectives, service levels, and escalation processes
• Integrate Intake, Processing, Valuation, Underwriting, Title, Closing, Asset Resolution, and Servicing into an end-to-end operating model
• Identify operational gaps, inefficiencies, bottlenecks, handoff issues, capacity constraints, and communication breakdowns
• Develop and maintain standardized procedures, workflows, controls, service-level expectations, dashboards, reporting, KPIs, and escalation processes
• Monitor closing, funding, valuation, resolution, lending, and servicing performance and recommend corrective actions
• Analyze operational data, trends, risks, recoveries, dispositions, aging, turnaround times, quality, exceptions, and outstanding requests
• Lead cross-functional initiatives to improve efficiency, scalability, quality, profitability, recovery outcomes, and cycle times
• Evaluate staffing, workload, capacity, organizational structure, technology, training, and resource needs
• Support department leaders, succession planning, accountability, performance management, collaboration, and organizational development
• Partner with the CIO, CDAO, CFO, Finance, Legal, Risk, Technology, Sales, and other departments
• Prepare operational reports, analyses, and recommendations for the CEO and executive leadership
• Escalate significant operational risks, delays, resource constraints, and performance issues to the CEO
• Participate in strategic planning and operational decision-making
• Lead special projects and initiatives assigned by the CEO
• Report directly to the CEO as a key operational partner to executive leadership

• Own the Wholesale & Specialty operating model across regions, underwriting support, service, and workflow
• Set the vision for a progressive, AI-enabled future operating model
• Lead transformation initiatives improving speed, quality, and expense ratio
• Drive organizational clarity, decision rights, and process consistency
• Oversee the federated Wholesale & Specialty technology organization
• Set and own the IT roadmap with enterprise architecture
• Modernize underwriting, workflow, portals, and automation, including AI
• Ensure data accessibility, management information/analytics support, and performance transparency
• Improve underwriting productivity, broker and underwriter ease of doing business, digital trading, small-risks automation, operational SLAs, and service outcomes
• Lead operations leadership meetings and co-own IT and operations prioritization forums
• Align underwriting, claims, operations, IT, HR, and finance
• Prepare for quarterly business reviews, regional P&L, and reserving meetings
• Build an integrated, high-performing Operations/IT/Data organization
• Mentor and develop operational and technology leaders
• Promote empowerment, speed, and continuous improvement

Chief Operations Officer – Wholesale & Specialty

• Lead implementation of MoveOn’s vision, strategic direction, and operating model
• Serve on the Senior Management Team, report to the Executive Director, and partner with department heads to translate strategic goals into Operations Department objectives and KPIs
• Lead and direct the Operations Department and a distributed, high-performing team across the United States
• Develop financial sustainability, annual budget, reserves, forecasting, and analysis strategies
• Establish operational and fiscal management structures, standards, systems, and best practices
• Oversee budgeting, grant management, income reporting, and financial information for boards, staff, and stakeholders
• Oversee human resources, organizational development, talent planning, retention, succession planning, performance management, DEIA, and workforce well-being
• Supervise the People Team and oversee talent acquisition, development, total rewards, offboarding, change management, culture-building, and team-building
• Lead enterprise risk management and mitigate financial, operational, employment, and reputational risks
• Oversee legal operations, board governance, fiduciary duty, compliance, transparency, liability insurance, audits, and campaign finance, lobbying, tax, and charitable registration reporting
• Maintain resource separation agreements between MoveOn entities
• Represent the organization publicly as needed and perform other duties assigned by the Executive Director

• Lead and mentor office leaders and department managers
• Drive a culture of high performance, accountability, and independent problem-solving
• Centralize, audit, and enforce standard operating procedures
• Identify root-cause friction points and leverage automation to boost efficiency
• Partner with Managing Attorneys to monitor workflows and track case progression
• Maintain target capacity, aiming for 90%+ billable utilization
• Partner with the CEO and CFO to manage annual budgets
• Monitor Revenue per FTE and optimize Average Case Value
• Protect office-level net margins
• Remove bottlenecks between Legal, Intake/Sales, Marketing, HR, IT, and Finance
• Oversee facility expansions, physical security, IT resources, and vendor contracts across regional footprints
• Translate firm strategy into disciplined, profitable, and scalable daily execution across all offices and departments
• Report directly to the Owner/CEO