Head of Operations Integrator HT-899369
Head of Operations Integrator HT-899369
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 150000 - 150000
1 Vacancy
Job Description
SEEK FIRST
HEAD OF OPERATIONS / INTEGRATOR
Are you energized by fast decisions and enjoy building operations in a spy virtual environment Do you have the drive to put structure in place without stalling momentum Can you see the big picture but also know when to slow down take stock and dive deeper
Heres what it takes as a Head of Operations / Integrator to succeed with us:
- Inquisitive and proactive with a fire in the belly that shows up in the way you lead adapt and solve problems
- Comfortable working in an evolving environment creating order in a growing space while keeping momentum high
- Ready to handle highcaliber clientele understanding the expectations of ultrahighnetworth families and connecting authentically and with integrity
- Fully present in a virtual workspace actively engaged through Slack our virtual office and all our tech tools making remote feel as real as inperson
- Fastpaced slightly extroverted and at ease with setting the pace with different audiences whether thats pushing forward slowing down or pausing to recognize whats been accomplished
Youre ready to partner with our Visionary learning quickly and moving forward with purpose. Success here is about building a sustainable structure that scales quality depth and impact. With you in this role our team is ready to grow take on new challenges and elevate our work to the next level.
RESPONSIBILITIES
Including but not limited to
Strategy and Operations
- Establish and lead operations and strategy taking full ownership of the business daytoday to free up the Visionary to focus on growth and lead generation
- Increase revenue and profitability through system refinement and team alignment for high performance
- Lay groundwork for future hires supporting longterm growth and scalability
- Clarify and strengthen company identity by building out the VTO and embedding core values across operations
- Track and analyze key performance metrics (e.g. referrals service tasks client response time revenue) to guide strategic decisionmaking and drive accountability
Leadership Accountability and Alignment
- Proactively identify and address operational challenges using KPIs to support datadriven decisionmaking
- Make strategic decisions on core areas such as team structure hiring services fees and tech ensuring alignment with company goals and priorities
- Maintain high standards and continually improve processes to uphold and increase client service excellence and satisfaction
- Support the leadership team in refining and defining roles removing obstacles and fostering true ownership to drive maximum impact
Team Development and Culture
- Using EOS (Entrepreneurial Operating System) build trust and cohesion within the team through proactive clear communication and virtual collaboration fostering a highengagement growthoriented environment
- Align team members with their unique abilities creating standards and routines to ensure accountability feedback and development
- Support a culture of empowerment and investment encouraging team ownership and commitment to the companys mission
- Oversee team development processes including dashboards and metrics to monitor team health engagement and progress
Tech and Systems Optimization
- Exhibit strong proficiency with virtual communication tools (e.g. Slack virtual office platform) to maintain connectivity and engagement in a fully remote environment
- Optimize tech usage to ensure tools like CRM (Advyzon) and dashboards effectively support operational and growth needs
- Identify and resolve tech stack gaps leading enhancements and implementing solutions to streamline daily operations and scale efficiently
- Oversee techdriven projects including CRM and dashboard improvements to create streamlined workflows and provide accessible metrics for enhanced productivity
**This is a fully remote role Must be able to work PST hours**
QUALIFICATIONS
Required
- 35 years senior leadership managing a business business unit or equivalent with accountability for strategic planning and operational
- Proven track record scaling a business of $510M in revenue
- Experience in growing and developing leaders and teams
- Client services experience including leading client focused initiatives
- Financial advisory service experience such as broker dealer RIA or tax advisory
Preferred
- Experience leading fully virtual teams
- Experience working with or serving faithbased organizations and/or clientele
- Integrator experience and/or familiarity with EOS (Entrepreneurial Operating System)
- Knowledge of investment tax planning estate planning or insurance services
Desired
- Experience in a Registered Investment Advisor (RIA) or multifamily office setting with a focus on managing highnetworth client relationships
- Local candidate based in or near San Jose CA
THE COMPANY Seek First
Seek First Inc. is a faithbased feeonly tax and financial planning firm serving a closeknit community of approximately 75 (and growing) highnetworth families. We offer a full range of personalized financial services including tax preparation investment management retirement planning real estate analysis insurance solutions and estate planning. Our approach is deeply relational grounded in trust and longterm commitment ensuring that each familys unique values and financial goals are met with care and dedication.
Core Values:
- Honor Your Word: We fulfill all commitments (including micro commitments) without oversight as we are accountable to ourselves. Integrity & Accountability. Ex. Ill find out & get back to you today.
- Be Proactive: We provide proactive personalized recommendations to each client. Ex. We actively listen then proactively solve whats top of mind.
- Exceed Expectations: We delight clients at every interaction. Ex. Response time within 2 hours experts at solving client issues.
WHY WORK WITH US
- We work with 75 amazing families who trust us deeply and make the work worthwhile
- Our clients are grateful kind and the kind of people you want to do your best for every day
- Faithbased growthminded and transparent our team is all about integrity and continuous improvement
- Were here to support each other but we also challenge each other keep it real and grow together
- We work hard but dont believe in burning out feedback is fast we learn quick and make things happen without working the 20hour days
- We have generous holiday office closures
- Youll join a driven communicative highaccountability team that doesnt do drama
- Were fully remote and low travel but we stay connected through virtual tools and keep in touch in realtime with Slack etc
- Youll grow alongside other Aplayers in an EOS run company with a team focused on clarity accountability and structure
- Our purpose is simple: unlock abundance for our families
Salary: $130000 $150000 bonus potential
Benefits: Generous PTO educational stipend 401(k)
If youre driven to unlock abundance and make a meaningful impact on both our business and our clients lives we want to hear from you apply today!
JOB CODE: Seek First
Required Experience:
Director
Employment Type
Full-Time
