Director of Operations [HT-986856]

PANTHEON INVESTMENTS

DIRECTOR OF OPERATIONS

THE PERSON

Are you a disciplined execution-focused leader who thrives on turning vision into reality Do you love building systems creating structure and holding teams accountable without ego or bureaucracy Are you energized by operating inside a mission-driven entrepreneurial firm that values freedom mastery and impact If you are a high-performing operator who enjoys creating clarity driving execution and scaling a business the right way we want to talk to you!

Our ideal Director of Operations is:

• A Process-Oriented Operator with High Follow-Through: You instinctively turn ideas into repeatable systems. You finish what you start close loops and ensure execution happens by action and not just discussion.
• A Humble High-EQ Leader: You lead with empathy respect and integrity. You hold people accountable without intimidation and coach teams toward higher performance.
• A Self-Motivated Batteries Included Professional: You dont wait to be told what to do. You anticipate needs identify gaps and take ownership of outcomes.
• A Strategic Executor: You can zoom out to understand the big picture and zoom in to manage the details. You help leadership play offense by running a tight defense.
• A Builder of Scalable Systems: You love SOPs workflows dashboards and automation. Youre relentless about making things faster better and more efficient.
• A Values-Driven Culture Fit: You care deeply about integrity service growth and creating value. You are allergic to ego politics and unnecessary complexity.

Our ideal Director of Operations is a grounded confident leader who thrives in a fast-paced entrepreneurial environment and finds fulfillment in building something meaningful scalable and lasting. This leader is adaptable highly focused and accuracy-driven with a strong client-first mindset and a natural ability to solve problems. They are empathetic trustworthy and coach-oriented in their leadership approach operating as a true team player who is ambitious persistent and diligent in driving execution and accountability across the organization.

RESPONSIBILITIES

The responsibilities of the Director of Operations role include but are not limited to:

Operational Leadership & Execution

• Lead day-to-day business operations across the organization
• Own and facilitate weekly operations and leadership meetings quarterly planning and annual planning sessions in alignment with EOS principles including scorecards Rocks and issue resolution
• Translate company vision and strategy into executable plans with clear ownership

Systems Processes & Scale

• Build document refine and enforce SOPs workflows and operational playbooks
• Drive continuous improvement across all departments
• Implement automation and AI-driven efficiencies to improve accuracy and speed

Team Leadership & Accountability

• Lead and support cross-functional team members in a coaching-based leadership style
• Establish clear roles responsibilities and KPIs
• Foster a high-performance values-first culture

Metrics KPIs & Oversight

• Own company dashboards scorecards and performance metrics
• Analyze data and translate insights into action
• Support planning forecasting and operational decision-making

Risk Management & Operational Defense

• Ensure strong controls reconciliation points and oversightespecially around investor capital
• Identify and mitigate operational and compliance risks
• Strengthen internal accountability and reliability

CEO Enablement

• Remove operational burden from the CEO
• Anticipate needs and ensure follow-through
• Allow leadership to remain focused on vision partnerships and growth

Strategic Initiatives

• Support launch and scale of Pantheons Wealth OS / software platform
• Assist with new products services and strategic initiatives

** This is a full-time remote position based out of Sarasota FL. **

QUALIFICATIONS

Required

• 5 years leading operations in an entrepreneurial professional services or financial services business supporting high-net-worth
• Proven ability scaling a company in the $2M$10M revenue range with hands-on ownership of systems processes and accountability
• Experience leading and managing cross-functional teams of 1050 people in a Director VP or equivalent senior operations leadership role
• High proficiency with modern business tools including (Excel/Sheets dashboards CRM systems project management platforms)

Preferred

• Background in financial services private equity investment management or wealth-adjacent industries
• Experience implementing automation or AI tools for operational efficiency
• History of operating within professional services organizations with exposure to recurring revenue or subscription-based business models

Desired

• Familiarity with Entrepreneurial Operating System EOS or similar business management framework
• SaaS or software operations experience
• 4-year degree in Business Finance Operations or related field

THE COMPANY PANTHEON INVESTMENTS

Pantheon Investments is a private equity and alternative wealth strategy firm dedicated to helping entrepreneurs and accredited investors build generational wealth and true financial freedom. With exposure to $2.6B in assets across real estate energy private credit and digital assets Pantheon operates as a category-of-one firmcombining education access and alignment to deliver holistic wealth solutions beyond Wall Street. Pantheon serves high-net worth clients through alternative investments a Virtual Family Office model mastermind communities and its proprietary Wealth OS software platform.

WHY WORK WITH US

• Mission-Driven Impact: Help entrepreneurs achieve freedom in money time purpose and relationships
• Entrepreneurial & Autonomous: Remote work environment with no micromanagement; outcomes matter more than hours
• High-Performance Culture: Values-first growth-minded and execution-driven
• Category-of-One Firm: Contrarian innovative and respected in the industry
• Exceptional Leadership: Work directly with a focused empowering CEO
• Long-Term Opportunity: Help scale a firm poised for significant growth and enterprise value
• Performance-based incentives: Compensation is tied to execution results and the value you help create as the business scales.
• Team events and retreats: Opportunities to connect strengthen relationships deepen alignment and reinforce our values-first high-performance culture

Core Values:

Gratitude: We appreciate the opportunities weve been given.

Respect & Serving Others First: Clients partners and teammates come first.

Pursuit of Mastery & Growth Mindset: Continuous learning and improvement.

Integrity & Honesty: Transparency and ethical leadership in all decisions.

Lead With Value: We educate solve problems and create meaningful impact.

Salary: 120k - 150k base salary with total compensation potential up to $200K based on performance and results.

Benefits: Paid Time Off (PTO) Medical Dental Vision Monthly Wellness Stipend

This is not just a job; its a leadership opportunity to help build something extraordinary. Are you ready to make an impact and help shape the future of holistic wealth Wed love to hear from you!

JOB CODE: Pantheon Investments