Fractional Chief Administrative Officer – Advisor Network

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Arootah

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🧘 Wellness

Finance • Consulting • Wellness

Arootah is a comprehensive solution provider for the alternative investment industry, offering a wide array of services tailored to different stages of alternative investment management. They specialize in advisory services, talent acquisition, development, and executive coaching to help firms achieve peak performance. Arootah employs a process-driven approach combined with cutting-edge technology and expert guidance to deliver transformative experiences to their clients. Their services also extend to corporate wellness and health coaching, emphasizing a holistic approach to business and personal development. With a strong foundation in the intersection of finance, technology, and wellness, Arootah empowers firms and individuals to unlock their full potential.

📋 Description

• Act as strategic advisor to the Principal/Founder, providing expert guidance on administrative functions including office administration, facilities, technology systems, HR operations, compliance coordination, and vendor relationships. • Design and implement scalable administrative infrastructure, developing policies, procedures, and controls across HR, IT, compliance, legal coordination, and risk management to support firm growth. • Advise on Human Resources strategy and operations, including talent acquisition processes, onboarding programs, benefits administration, employee relations frameworks, performance management systems, and employment law compliance. • Establish corporate governance and board administration frameworks, developing board materials templates, meeting protocols, entity management systems, regulatory filing processes, and coordination with external counsel. • Build compliance and risk management frameworks, partnering with firm leadership to develop policies, prepare for regulatory examinations, structure insurance programs, and ensure SEC, FINRA, and regulatory adherence. • Assess and optimize technology and information systems, providing recommendations on data security, business continuity planning, disaster recovery, cybersecurity protocols, and IT infrastructure improvements. • Evaluate and negotiate vendor relationships and contracts for administrative services including office leases, IT providers, insurance brokers, benefits administrators, and office services to optimize costs and service quality. • Streamline administrative processes by implementing best practices in document management, workflow automation, and cross-functional coordination between investment and operational teams. • Support budgeting and resource planning for administrative functions, providing guidance on cost management and appropriate resource allocation. • Develop crisis management and business continuity protocols, creating documented procedures, backup systems, and contingency plans with testing frameworks. • Lead special projects including office relocations, system implementations, organizational restructuring, policy development, and other strategic initiatives requiring administrative expertise.

🎯 Requirements

• Bachelor's degree in business administration, finance, or related field • PMP (Project Management Professional) certification is a must • MBA or Scrum Master Certification is a plus • Professional experience within a Family Office or Alternative Asset Firm • Excellent communication and follow up skills

🏖️ Benefits

• Alt-industry-only engagements with hedge funds, private equity firms, and family offices • Project-based work that fits around existing commitments • Client origination and engagement management handled by Arootah; advisors focus on delivery