Summary: Fambran Enterprises is an established private single-family office in Overland Park, KS specializing in investment management, accounting operations, tax management, property management, education, philanthropy, and concierge services. We are seeking a Chief Operating Officer (COO) who will work closely with the Chief Executive Officer (CEO) and Chief Financial Officer (CFO) and manage a small team of employees and outsourced providers. The COO will successfully execute strategic initiatives and have hands-on responsibility for the leadership of all functions.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Oversee daily operations of the company.
• Develop and implement strategic initiatives.
• Oversee tax compliance with outsourced provider for numerous LLCs, trusts and individuals.
• Oversee all accounting operations including budgeting, accounting, reporting, invoicing, and bill pay.
• Oversee insurance and risk management for office and family members.
• Act as treasury liaison for companies and family members.
• Oversee investment performance reporting including commitments, contributions, distributions, IRRs, etc.
• Oversee IT services for office and key family members.
• Oversee banking and brokerage relationships regarding account maintenance, debt, covenant reporting, etc.
• Oversee legal and regulatory compliance regarding setting up and terminating companies, business licenses, maintaining and protecting single family office exemption, etc.
• Manage relationships with vendors/partners including service providers, brokers, and others.
• Manage HR and payroll function with assistance of outside service providers.
• Manage client relationships and facilitate onboarding of new family clients.
• Facilitate the growth of family cohesion through legacy, philanthropy, and education.

Competency:

To perform the job successfully, an individual should demonstrate the following competencies:

Analytical Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data.

Problem Solving Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.

Interpersonal Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others’ ideas and trying new things.

Business Acumen Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.

Strategic Thinking Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

• Degree in Accounting, Business Administration, Finance/Economics, or related field.
• Ability to handle all functions independently with prior hands-on knowledge.
• Experience in a single-family office setting preferred, but not required.
• Familiarity with EOS business management philosophy preferred, but not required.
• Excellent verbal and written communication skills at a senior level as well as staff level.
• Strong project management experience to lead process change.
• Knowledge of Microsoft Suite, as well as accounting software and investment reporting systems.
• A “big picture” view with the ability to dig in and ensure details are handled.
• CPA, CFA, or MBA preferred, but not required.

Certificates and Licenses:

Supervisory Responsibilities:

Directly supervises 1-3 employees, with likelihood of team size increasing. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include training of employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Must be able to access various departments of a given location.

The salary for this position starts at $205,000 plus benefits. Pay is negotiable based on job-related knowledge, skills, and experience. This position will operate out of Fambran’s office in Overland Park, KS.