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Chief Operating Officer

Santa Barbara, CA 93101

Posted: 08/28/2026 Job Titles: CORP - Executive Management Job Number: 5862 Pay Rate: 250,000

Job Description

A newly established trust company affiliated with a well-known and highly respected Registered Investment Advisor (RIA) is seeking a Chief Operating Officer to help build and lead the organization’s operational infrastructure.
This is a unique opportunity to join a startup trust company with the resources, reputation, and established client base of a leading wealth management organization behind it. The COO will be a key member of the executive leadership team and will play an integral role in building the trust company from the ground up, including establishing its operational framework, policies and procedures, technology, controls, and team.
The COO will oversee the day-to-day operations of the trust company while partnering closely with senior leadership to develop a scalable platform capable of supporting the organization’s long-term growth.

Key Responsibilities
  • Lead the build-out and day-to-day operations of a newly established trust company.
  • Partner with executive leadership to develop and execute the company’s operational strategy and long-term vision.
  • Build the operational infrastructure, policies, procedures, workflows, and internal controls necessary to support a scalable trust platform.
  • Provide oversight of trust administration and operational processes, ensuring accounts are administered in accordance with governing documents, internal policies, and applicable regulations.
  • Establish processes around client onboarding, account opening, asset transfers, distributions, cash management, and other trust-related activities.
  • Partner closely with compliance and legal resources to maintain adherence to regulatory requirements and prepare for regulatory examinations and audits.
  • Develop a comprehensive operational risk management and internal control framework.

Meet Your Recruiter

Chloe Bachner, CPA
Manager, Executive Search

Chloe Bachner specializes in recruiting top talent for Alliance’s Private Equity & Family Office Solutions Division. She is known for her laser precision in assessing each organization’s unique needs and sourcing candidates with the specific technical skills and personal characteristics required for long-term success.

With experience in financial executive search and a strong technical foundation in accounting, Chloe is an incredible strategic partner to Alliance’s clients and candidates. Before joining Alliance, Chloe was a recruiter for a large regional public accounting firm. A former Big Four CPA, she holds both a master’s degree in accountancy and a bachelor’s degree in accountancy from the University of San Diego.

She is a huge animal advocate and enjoys volunteering at local canine rescue organizations and walking on the beach with her dog, Kona.

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About Santa Barbara, CA

Discover incredible job opportunities in the picturesque region surrounding Santa Barbara, California! Nestled on the stunning central coast, Santa Barbara offers a captivating blend of breathtaking beaches, upscale boutiques, world-class restaurants, and a vibrant arts scene. With a thriving economy and a plethora of industries, the area presents ample room for professional growth and development. Imagine starting your career near famous landmarks like Stearns Wharf or exploring the art galleries and theaters of State Street. Indulge in the region's distinctive cuisine while enjoying outdoor activities at Butterfly Beach or Lotusland. Embrace the charm and allure of Santa Barbara while pursuing your dream job – check out our listings now!

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